UBS AM
POWL icon

UBS AM’s Powell Industries POWL Stock Holding History

UBS AM’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 		$13.4M Buy
74,466
+4,032
+6% +$659K ﹤0.01% 1054
2025
Q4 		$7.48M Sell
70,434
-1,563
-2% -$176K ﹤0.01% 1262
2025
Q3 		$7.32M Sell
71,997
-43,563
-38% -$3.69M ﹤0.01% 1191
2025
Q2 		$8.11M Buy
115,560
+30,291
+36% +$1.83M ﹤0.01% 1461
2025
Q1 		$4.84M Buy
85,269
+3,933
+5% +$274K ﹤0.01% 1598
2024
Q4 		$6.01M Buy
81,336
+13,467
+20% +$1.2M ﹤0.01% 1512
2024
Q3 		$5.02M Sell
67,869
-3,099
-4% -$169K ﹤0.01% 1570
2024
Q2 		$3.39M Buy
70,968
+42,717
+151% +$2.23M ﹤0.01% 1710
2024
Q1 		$1.34M Buy
28,251
+16,830
+147% +$720K ﹤0.01% 1871
2023
Q4 		$337K Buy
+11,421
New +$318K ﹤0.01% 2403
2020
Q1 		– Sell
-22,191
Closed -$362K – 2516
2019
Q4 		$362K Buy
22,191
+6,192
+39% +$86.9K ﹤0.01% 2328
2019
Q3 		$209K Buy
+15,999
New +$199K ﹤0.01% 2569
2015
Q1 		– Sell
-12,600
Closed -$206K – 2639
2014
Q4 		$206K Buy
+12,600
New +$187K ﹤0.01% 2457
2014
Q3 		– Sell
-12,600
Closed -$275K – 2580
2014
Q2 		$275K Buy
12,600
+1,500
+14% +$31.6K ﹤0.01% 2235
2014
Q1 		$240K Hold
11,100
– – ﹤0.01% 2326
2013
Q4 		$248K Hold
11,100
– – ﹤0.01% 2257
2013
Q3 		$227K Buy
+11,100
New +$200K ﹤0.01% 2266

Other funds holding POWL

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return