Truvestments Capital’s Powell Industries POWL Stock Holding History

Truvestments 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	$2.72M	Sell	15,105 -249	-2%	-$40.7K	0.49%	51
2025 Q4	$1.63M	Buy	15,354 +801	+6%	+$89.9K	0.3%	89
2025 Q3	$1.48M	Sell	14,553 -2,046	-12%	-$173K	0.27%	93
2025 Q2	$1.16M	Buy	16,599 +903	+6%	+$54.5K	0.23%	103
2025 Q1	$891K	Buy	15,696 +2,277	+17%	+$159K	0.19%	110
2024 Q4	$991K	Buy	13,419 +2,043	+18%	+$183K	0.26%	88
2024 Q3	$842K	Buy	11,376 +1,446	+15%	+$78.7K	0.23%	89
2024 Q2	$475K	Buy	9,930 +2,148	+28%	+$112K	0.19%	123
2024 Q1	$369K	Buy	+7,782	New	+$333K	0.14%	144

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