Quest Investment Management’s Powell Industries POWL Stock Holding History

Quest Investment Management’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	$1.66M	Sell	9,231 -5,430	-37%	-$887K	0.19%	66
2025 Q4	$1.56M	Sell	14,661 -345	-2%	-$38.7K	0.17%	63
2025 Q3	$1.52M	Buy	15,006 +135	+0.9%	+$11.4K	0.16%	64
2025 Q2	$1.04M	Buy	+14,871	New	+$897K	0.11%	77
2013 Q4	–	Sell	-19,710	Closed	-$403K	–	234
2013 Q3	$403K	Buy	19,710 +2,925	+17%	+$52.8K	0.03%	146
2013 Q2	$289K	Buy	+16,785	New	+$279K	0.02%	166

Other funds holding POWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Quest Investment Management's POWL Position: Q1 2026 in Review

Quest Investment Management reduced its Powell Industries (POWL) stake by 37% in Q1 2026, selling an estimated $887K and leaving 9,231 shares worth $1.66M. The position accounts for 0.19% of the portfolio, ranked #66.

Quest Investment Management first reported a position in POWL in Q2 2013 and has held it in 6 quarters since. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

Quest Investment Management held 9,231 shares of Powell Industries worth $1.66M as of Q1 2026.
Quest Investment Management sold 5,430 Powell Industries shares in Q1 2026, an estimated $887K.
Powell Industries made up 0.19% of Quest Investment Management's portfolio in Q1 2026, its #66 holding.
Quest Investment Management first reported a position in Powell Industries in Q2 2013 and has held it in 6 quarters since.
474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on Quest Investment Management's 13F filing for Q1 2026, filed 15 May 2026.