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ZIM
Zacks Investment Management’s
Powell Industries
POWL
Stock Holding History
Zacks Investment Management’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
$3.81M
Buy
21,108
+2,712
+15%
+$443K
0.03%
261
2025
Q4
$1.95M
Buy
18,396
+240
+1%
+$26.9K
0.02%
346
2025
Q3
$1.84M
Buy
18,156
+297
+2%
+$25.2K
0.01%
336
2025
Q2
$1.25M
Sell
17,859
-363
-2%
-$21.9K
0.01%
377
2025
Q1
$1.03M
Sell
18,222
-4,965
-21%
-$346K
0.01%
403
2024
Q4
$1.71M
Sell
23,187
-891
-4%
-$79.6K
0.02%
352
2024
Q3
$1.78M
Buy
24,078
+1,452
+6%
+$79K
0.02%
351
2024
Q2
$1.08M
Buy
22,626
+3,363
+17%
+$175K
0.01%
361
2024
Q1
$914K
Buy
+19,263
New
+$824K
0.01%
406
2017
Q3
–
Sell
-23,277
Closed
-$248K
–
644
2017
Q2
$248K
Sell
23,277
-5,919
-20%
-$65.8K
0.01%
510
2017
Q1
$335K
Buy
29,196
+3,777
+15%
+$44.9K
0.01%
490
2016
Q4
$330K
Buy
25,419
+3,735
+17%
+$49.3K
0.01%
486
2016
Q3
$289K
Buy
+21,684
New
+$277K
0.01%
508
2014
Q1
–
Sell
-14,469
Closed
-$323K
–
755
2013
Q4
$323K
Buy
14,469
+3,990
+38%
+$86.1K
0.01%
523
2013
Q3
$214K
Buy
+10,479
New
+$189K
0.01%
609
Other funds holding POWL
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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