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Safe Harbor Fiduciary’s Powell Industries POWL Stock Holding History

Safe Harbor Fiduciary’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
Q2 		$10.5K Buy
+150
New +$9.05K 0.01% 157

Other funds holding POWL

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Safe Harbor Fiduciary's POWL Position: Q2 2025 in Review

Safe Harbor Fiduciary opened a new position in Powell Industries (POWL) in Q2 2025: 150 shares worth $10.5K. The stake represents 0.01% of the portfolio and ranks #157 among its holdings.

374 funds tracked by Wall St. Rank hold POWL as of Q2 2025.

  • Safe Harbor Fiduciary held 150 shares of Powell Industries worth $10.5K as of Q2 2025.
  • Powell Industries was a new Safe Harbor Fiduciary position in Q2 2025.
  • Powell Industries made up 0.01% of Safe Harbor Fiduciary's portfolio in Q2 2025, its #157 holding.
  • 374 funds tracked by Wall St. Rank held Powell Industries as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.