Winton Group’s Powell Industries POWL Stock Holding History

Winton Group’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	$16.4M	Buy	91,065 +79,803	+709%	+$13M	0.58%	21
2025 Q4	$1.2M	Sell	11,262 -1,497	-12%	-$168K	0.04%	419
2025 Q3	$1.3M	Sell	12,759 -6,645	-34%	-$563K	0.05%	349
2025 Q2	$1.36M	Sell	19,404 -612	-3%	-$36.9K	0.07%	330
2025 Q1	$1.14M	Buy	20,016 +6,396	+47%	+$446K	0.07%	300
2024 Q4	$1.01M	Sell	13,620 -5,493	-29%	-$491K	0.07%	361
2024 Q3	$1.41M	Buy	19,113 +441	+2%	+$24K	0.1%	170
2024 Q2	$893K	Buy	18,672 +522	+3%	+$27.2K	0.06%	334
2024 Q1	$861K	Buy	18,150 +4,407	+32%	+$189K	0.06%	351
2023 Q4	$405K	Sell	13,743 -2,160	-14%	-$60.2K	0.03%	423
2023 Q3	$439K	Buy	15,903 +3,459	+28%	+$85.8K	0.04%	300
2023 Q2	$251K	Buy	+12,444	New	+$216K	0.02%	586
2020 Q3	–	Sell	-198,273	Closed	-$1.81M	–	1580
2020 Q2	$1.81M	Buy	198,273 +174,198	+724%	+$1.48M	0.05%	701
2020 Q1	$206K	Buy	+24,075	New	+$288K	0.01%	1247

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 $653B AUM 32.41% 1-Year Est. Return