PTC
POWL icon

Private Trust Company’s Powell Industries POWL Stock Holding History

Private Trust Company’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 		$2.88M Sell
15,987
-4,143
-21% -$677K 0.26% 74
2025
Q4 		$2.14M Sell
20,130
-3,786
-16% -$425K 0.19% 112
2025
Q3 		$2.43M Sell
23,916
-921
-4% -$78.1K 0.21% 98
2025
Q2 		$1.74M Buy
24,837
+13,221
+114% +$798K 0.17% 138
2025
Q1 		$660K Buy
11,616
+1,596
+16% +$111K 0.07% 310
2024
Q4 		$740K Sell
10,020
-750
-7% -$67K 0.08% 280
2024
Q3 		$797K Buy
10,770
+2,595
+32% +$141K 0.08% 275
2024
Q2 		$391K Buy
8,175
+1,050
+15% +$54.8K 0.04% 443
2024
Q1 		$338K Buy
7,125
+600
+9% +$25.7K 0.04% 476
2023
Q4 		$192K Buy
+6,525
New +$182K 0.02% 622

Other funds holding POWL

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return