Simplex Trading’s Powell Industries POWL Stock Holding History

Simplex Trading’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 Q3	–	Sell	-12,961	Closed	-$2.66M	–	10027
2026 Q2	$3.71M	Buy	+12,961	New	+$3.52M	﹤0.01%	1429
2024 Q2	–	Sell	-13,743	Closed	-$717K	–	9585
2024 Q1	$651K	Sell	13,743 -363	-3%	-$15.5K	﹤0.01%	3582
2023 Q4	$415K	Buy	14,106 +6,543	+87%	+$182K	﹤0.01%	3895
2023 Q3	$208K	Buy	7,563 +7,350	+3,451%	+$182K	﹤0.01%	4310
2023 Q2	$4K	Sell	213 -8,754	-98%	-$152K	﹤0.01%	8079
2023 Q1	$127K	Sell	8,967 -1,938	-18%	-$26.8K	﹤0.01%	4892
2022 Q4	$127K	Buy	+10,905	New	+$100K	﹤0.01%	4786
2022 Q2	–	Sell	-93	Closed	-$727	–	10842
2022 Q1	$0	Buy	+93	New	+$760	﹤0.01%	11176
2018 Q2	–	Sell	-1,605	Closed	-$14K	–	7778
2018 Q1	$14K	Buy	+1,605	New	+$15.7K	﹤0.01%	3710

Other funds holding POWL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Simplex Trading's POWL Position: Q3 2026 in Review

Simplex Trading sold out of Powell Industries (POWL) in Q3 2026, closing a stake of 12,961 shares — an estimated $2.66M sold.

Simplex Trading first reported a position in POWL in Q1 2018 and held it in 9 quarters. The position peaked at $3.71M in Q2 2026. 283 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Simplex Trading reported no remaining Powell Industries position as of Q3 2026 after selling out during the quarter.
Simplex Trading sold 12,961 Powell Industries shares in Q3 2026, an estimated $2.66M.
Simplex Trading first reported a position in Powell Industries in Q1 2018 and held it in 9 quarters.
Simplex Trading's Powell Industries position peaked at $3.71M in Q2 2026.
283 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.