PFG Advisors’s Powell Industries POWL Stock Holding History

PFG Advisors’s Portfolio POWL Stock Details POWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.05M	Buy	11,385 +114	+1%	+$18.6K	0.1%	237
2025 Q4	$1.2M	Sell	11,271 -2,208	-16%	-$248K	0.06%	338
2025 Q3	$1.37M	Buy	13,479 +387	+3%	+$32.8K	0.06%	337
2025 Q2	$918K	Buy	13,092 +3,270	+33%	+$197K	0.04%	319
2025 Q1	$558K	Sell	9,822 -123	-1%	-$8.57K	0.03%	442
2024 Q4	$735K	Sell	9,945 -132	-1%	-$11.8K	0.05%	378
2024 Q3	$746K	Buy	10,077 +657	+7%	+$35.8K	0.05%	354
2024 Q2	$450K	Buy	9,420 +771	+9%	+$40.2K	0.03%	448
2024 Q1	$410K	Buy	+8,649	New	+$370K	0.03%	444

Other funds holding POWL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return