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Transform Wealth’s Powell Industries POWL Stock Holding History

Transform Wealth’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
Q1 		$277M Sell
4,883,727
-300
-0% -$20.9K 16.79% 1
2024
Q4 		$361M Sell
4,884,027
-137,250
-3% -$12.3M 20.02% 1
2024
Q3 		$372M Sell
5,021,277
-1,209
-0% -$65.8K 24.61% 1
2024
Q2 		$240M Buy
5,022,486
+5,003,184
+25,921% +$261M 18.02% 1
2024
Q1 		$916K Sell
19,302
-21,951
-53% -$939K 0.09% 125
2023
Q4 		$1.22M Sell
41,253
-2,499
-6% -$69.6K 0.12% 126
2023
Q3 		$1.21M Buy
43,752
+1,500
+4% +$37.2K 0.13% 122
2023
Q2 		$853K Buy
42,252
+15,000
+55% +$260K 0.08% 146
2023
Q1 		$387K Hold
27,252
– – 0.04% 193
2022
Q4 		$320K Buy
+27,252
New +$249K 0.04% 185
2022
Q3 		– Sell
-27,252
Closed -$212K – 204
2022
Q2 		$212K Sell
27,252
-7,575,213
-100% -$59.2M 0.03% 188
2022
Q1 		$49.2M Hold
7,602,465
– – 5.52% 1
2021
Q4 		$74.7M Hold
7,602,465
– – 7.81% 1
2021
Q3 		$62.3M Buy
7,602,465
+7,125,225
+1,493% +$64.1M 7.14% 1
2021
Q2 		$4.92M Hold
477,240
– – 0.6% 62
2021
Q1 		$5.39M Hold
477,240
– – 1.08% 29
2020
Q4 		$4.69M Hold
477,240
– – 0.98% 31
2020
Q3 		$3.84M Hold
477,240
– – 0.62% 56
2020
Q2 		$4.36M Hold
477,240
– – 0.75% 52
2020
Q1 		$4.08M Hold
477,240
– – 0.87% 43
2019
Q4 		$7.79M Hold
477,240
– – 1.24% 16
2019
Q3 		$6.23M Sell
477,240
-1,722
-0.4% -$21.4K 1.11% 18
2019
Q2 		$6.07M Sell
478,962
-300
-0.1% -$3.34K 0.89% 28
2019
Q1 		$4.24M Hold
479,262
– – 0.79% 52
2018
Q4 		$4M Hold
479,262
– – 0.82% 51
2018
Q3 		$5.79M Sell
479,262
-28,638
-6% -$355K 1% 32
2018
Q2 		$5.9M Hold
507,900
– – 1.07% 26
2018
Q1 		$4.54M Hold
507,900
– – 0.86% 35
2017
Q4 		$4.85M Buy
+507,900
New +$4.86M 0.89% 30

Other funds holding POWL

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Transform Wealth's POWL Position: Q1 2025 in Review

Transform Wealth reduced its Powell Industries (POWL) stake by 0.01% in Q1 2025, selling an estimated $20.9K and leaving 4,883,727 shares worth $277M. The position accounts for 16.79% of the portfolio, ranked #1.

Transform Wealth first reported a position in POWL in Q4 2017 and has held it in 29 quarters since. The position peaked at $372M in Q3 2024. 340 funds tracked by Wall St. Rank hold POWL as of Q1 2025.

  • Transform Wealth held 4,883,727 shares of Powell Industries worth $277M as of Q1 2025.
  • Transform Wealth sold 300 Powell Industries shares in Q1 2025, an estimated $20.9K.
  • Powell Industries made up 16.79% of Transform Wealth's portfolio in Q1 2025, its #1 holding.
  • Transform Wealth first reported a position in Powell Industries in Q4 2017 and has held it in 29 quarters since.
  • Transform Wealth's Powell Industries position peaked at $372M in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Powell Industries as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.