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Sherbrooke Park Advisers’s Powell Industries POWL Stock Holding History

Sherbrooke Park Advisers’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
Q3 		– Sell
-5,673
Closed -$398K – 678
2025
Q2 		$398K Buy
+5,673
New +$342K 0.17% 243
2024
Q1 		– Sell
-6,939
Closed -$204K – 968
2023
Q4 		$204K Buy
+6,939
New +$193K 0.1% 331

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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Sherbrooke Park Advisers's POWL Position: Q3 2025 in Review

Sherbrooke Park Advisers sold out of Powell Industries (POWL) in Q3 2025, closing a stake of 5,673 shares — an estimated $398K sold.

Sherbrooke Park Advisers first reported a position in POWL in Q4 2023 and held it in 2 quarters. The position peaked at $398K in Q2 2025. 412 funds tracked by Wall St. Rank hold POWL as of Q3 2025.

  • Sherbrooke Park Advisers reported no remaining Powell Industries position as of Q3 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 5,673 Powell Industries shares in Q3 2025, an estimated $398K.
  • Sherbrooke Park Advisers first reported a position in Powell Industries in Q4 2023 and held it in 2 quarters.
  • Sherbrooke Park Advisers's Powell Industries position peaked at $398K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held Powell Industries as of Q3 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.