Rise Advisors’s Powell Industries POWL Stock Holding History

Rise 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
2025 Q4	–	Sell	-24	Closed	-$2.44K	–	1094
2025 Q3	$2.44K	Buy	24 +6	+33%	+$509	﹤0.01%	1180
2025 Q2	$1.26K	Buy	+18	New	+$1.09K	﹤0.01%	1252

Other funds holding POWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rise Advisors's POWL Position: Q4 2025 in Review

Rise Advisors sold out of Powell Industries (POWL) in Q4 2025, closing a stake of 24 shares — an estimated $2.44K sold.

Rise Advisors first reported a position in POWL in Q2 2025 and held it in 2 quarters. The position peaked at $2.44K in Q3 2025. 422 funds tracked by Wall St. Rank hold POWL as of Q4 2025.

Rise Advisors reported no remaining Powell Industries position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 24 Powell Industries shares in Q4 2025, an estimated $2.44K.
Rise Advisors first reported a position in Powell Industries in Q2 2025 and held it in 2 quarters.
Rise Advisors's Powell Industries position peaked at $2.44K in Q3 2025.
422 funds tracked by Wall St. Rank held Powell Industries as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.