West Paces Advisors’s Powell Industries POWL Stock Holding History

West Paces Advisors’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	-24	Closed	-$1.36K	–	469
2025 Q1	$1.36K	Buy	+24	New	+$1.67K	﹤0.01%	468

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

West Paces Advisors's POWL Position: Q2 2025 in Review

West Paces Advisors sold out of Powell Industries (POWL) in Q2 2025, closing a stake of 24 shares — an estimated $1.36K sold.

West Paces Advisors first reported a position in POWL in Q1 2025 and held it in 1 quarter. The position peaked at $1.36K in Q1 2025. 373 funds tracked by Wall St. Rank hold POWL as of Q2 2025.

West Paces Advisors reported no remaining Powell Industries position as of Q2 2025 after selling out during the quarter.
West Paces Advisors sold 24 Powell Industries shares in Q2 2025, an estimated $1.36K.
West Paces Advisors first reported a position in Powell Industries in Q1 2025 and held it in 1 quarter.
West Paces Advisors's Powell Industries position peaked at $1.36K in Q1 2025.
373 funds tracked by Wall St. Rank held Powell Industries as of Q2 2025.

Based on West Paces Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.