Vontobel Holding’s Powell Industries POWL Stock Holding History

Vontobel Holding’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 Q3	$389K	Sell	2,107 -634	-23%	-$130K	﹤0.01%	1161
2026 Q2	$785K	Buy	2,741 +107	+4%	+$29K	﹤0.01%	893
2026 Q1	$475K	Sell	2,634 -1,617	-38%	-$264K	﹤0.01%	868
2025 Q4	$452K	Buy	4,251 +651	+18%	+$73.1K	﹤0.01%	1020
2025 Q3	$366K	Sell	3,600 -405	-10%	-$34.3K	﹤0.01%	1040
2025 Q2	$281K	Sell	4,005 -6	-0.1%	-$362	﹤0.01%	1068
2025 Q1	$228K	Buy	4,011 +411	+11%	+$28.6K	﹤0.01%	984
2024 Q4	$266K	Buy	3,600 +789	+28%	+$70.5K	﹤0.01%	941
2024 Q3	$208K	Buy	+2,811	New	+$153K	﹤0.01%	1004

Other funds holding POWL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vontobel Holding's POWL Position: Q3 2026 in Review

Vontobel Holding reduced its Powell Industries (POWL) stake by 23% in Q3 2026, selling an estimated $130K and leaving 2,107 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Vontobel Holding first reported a position in POWL in Q3 2024 and has held it in 9 quarters since. The position peaked at $785K in Q2 2026. 223 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Vontobel Holding held 2,107 shares of Powell Industries worth $389K as of Q3 2026.
Vontobel Holding sold 634 Powell Industries shares in Q3 2026, an estimated $130K.
Powell Industries made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #1161 holding.
Vontobel Holding first reported a position in Powell Industries in Q3 2024 and has held it in 9 quarters since.
Vontobel Holding's Powell Industries position peaked at $785K in Q2 2026.
223 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.