Versor Investments’s Powell Industries POWL Stock Holding History

Versor Investments’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 Q2	–	Sell	-3,600	Closed	-$204K	–	879
2025 Q1	$204K	Buy	+3,600	New	+$251K	0.03%	653
2024 Q4	–	Sell	-10,065	Closed	-$745K	–	940
2024 Q3	$745K	Buy	10,065 +3,282	+48%	+$179K	0.12%	287
2024 Q2	$324K	Sell	6,783 -10,041	-60%	-$524K	0.06%	489
2024 Q1	$798K	Buy	16,824 +7,191	+75%	+$308K	0.16%	198
2023 Q4	$284K	Sell	9,633 -21,000	-69%	-$585K	0.06%	543
2023 Q3	$846K	Buy	+30,633	New	+$760K	0.17%	148

Other funds holding POWL

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OAM

Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Versor Investments's POWL Position: Q2 2025 in Review

Versor Investments sold out of Powell Industries (POWL) in Q2 2025, closing a stake of 3,600 shares — an estimated $204K sold.

Versor Investments first reported a position in POWL in Q3 2023 and held it in 6 quarters. The position peaked at $846K in Q3 2023. 373 funds tracked by Wall St. Rank hold POWL as of Q2 2025.

Versor Investments reported no remaining Powell Industries position as of Q2 2025 after selling out during the quarter.
Versor Investments sold 3,600 Powell Industries shares in Q2 2025, an estimated $204K.
Versor Investments first reported a position in Powell Industries in Q3 2023 and held it in 6 quarters.
Versor Investments's Powell Industries position peaked at $846K in Q3 2023.
373 funds tracked by Wall St. Rank held Powell Industries as of Q2 2025.

Based on Versor Investments's 13F filing for Q2 2025, filed 5 Aug 2025.