Syon Capital’s Powell Industries POWL Stock Holding History

Syon Capital’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	$1.37M	Sell	7,620 -1,362	-15%	-$223K	0.07%	222
2025 Q4	$954K	Sell	8,982 -18	-0.2%	-$2.02K	0.05%	320
2025 Q3	$914K	Sell	9,000 -42	-0.5%	-$3.56K	0.05%	290
2025 Q2	$634K	Sell	9,042 -6,048	-40%	-$365K	0.04%	307
2025 Q1	$857K	Sell	15,090 -2,412	-14%	-$168K	0.07%	213
2024 Q4	$1.29M	Sell	17,502 -720	-4%	-$64.4K	0.12%	128
2024 Q3	$1.35M	Sell	18,222 -3,519	-16%	-$192K	0.12%	132
2024 Q2	$1.04M	Hold	21,741	–	–	0.1%	147
2024 Q1	$1.03M	Sell	21,741 -21,957	-50%	-$940K	0.1%	151
2023 Q4	$1.29M	Buy	43,698 +21,849	+100%	+$609K	0.05%	210
2023 Q3	$604K	Buy	+21,849	New	+$542K	0.08%	159

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