Y-Intercept (HK)’s Powell Industries POWL Stock Holding History

Y-Intercept (HK)’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 Q3	–	Sell	-16,539	Closed	-$1.16M	–	1933
2025 Q2	$1.16M	Buy	+16,539	New	+$998K	0.03%	868
2024 Q3	–	Sell	-16,974	Closed	-$811K	–	1701
2024 Q2	$811K	Buy	16,974 +9,372	+123%	+$489K	0.04%	589
2024 Q1	$361K	Buy	+7,602	New	+$325K	0.03%	872
2023 Q3	–	Sell	-17,760	Closed	-$359K	–	1475
2023 Q2	$359K	Buy	+17,760	New	+$308K	0.04%	700

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Y-Intercept (HK)'s POWL Position: Q3 2025 in Review

Y-Intercept (HK) sold out of Powell Industries (POWL) in Q3 2025, closing a stake of 16,539 shares — an estimated $1.16M sold.

Y-Intercept (HK) first reported a position in POWL in Q2 2023 and held it in 4 quarters. The position peaked at $1.16M in Q2 2025. 412 funds tracked by Wall St. Rank hold POWL as of Q3 2025.

Y-Intercept (HK) reported no remaining Powell Industries position as of Q3 2025 after selling out during the quarter.
Y-Intercept (HK) sold 16,539 Powell Industries shares in Q3 2025, an estimated $1.16M.
Y-Intercept (HK) first reported a position in Powell Industries in Q2 2023 and held it in 4 quarters.
Y-Intercept (HK)'s Powell Industries position peaked at $1.16M in Q2 2025.
412 funds tracked by Wall St. Rank held Powell Industries as of Q3 2025.

Based on Y-Intercept (HK)'s 13F filing for Q3 2025, filed 31 Oct 2025.