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Roman Butler Fullerton & Co’s Powell Industries POWL Stock Holding History

Roman Butler Fullerton & Co’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 		$2.1M Buy
28,923
+19,344
+202% +$3.16M 0.58% 39
2025
Q4 		$1.36M Buy
9,579
+33
+0.3% +$3.71K 0.36% 71
2025
Q3 		$1.3M Sell
9,546
-1,443
-13% -$122K 0.35% 70
2025
Q2 		$910K Buy
10,989
+186
+2% +$11.2K 0.27% 100
2025
Q1 		$624K Buy
10,803
+3,462
+47% +$241K 0.24% 106
2024
Q4 		$597K Sell
7,341
-870
-11% -$77.8K 0.19% 116
2024
Q3 		$724K Buy
+8,211
New +$447K 0.22% 106

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 $1.02T AUM 30.18% 1-Year Est. Return