SignatureFD’s Powell Industries POWL Stock Holding History

SignatureFD’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	$23.8K	Buy	132 +18	+16%	+$2.94K	﹤0.01%	2126
2025 Q4	$12.1K	Buy	114 +12	+12%	+$1.35K	﹤0.01%	2341
2025 Q3	$10.4K	Buy	102 +9	+10%	+$763	﹤0.01%	2394
2025 Q2	$6.52K	Sell	93 -93	-50%	-$5.61K	﹤0.01%	2506
2025 Q1	$10.6K	Sell	186 -15	-7%	-$1.05K	﹤0.01%	2333
2024 Q4	$14.9K	Buy	201 +3	+2%	+$268	﹤0.01%	2210
2024 Q3	$14.7K	Buy	198 +159	+408%	+$8.65K	﹤0.01%	2187
2024 Q2	$1.86K	Buy	+39	New	+$2.03K	﹤0.01%	2774
2023 Q2	–	Sell	-12	Closed	-$170	–	3339
2023 Q1	$170	Buy	+12	New	+$166	﹤0.01%	3205
2022 Q3	–	Sell	-78	Closed	-$1K	–	3290
2022 Q2	$1K	Buy	+78	New	+$610	﹤0.01%	2985

Other funds holding POWL

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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