13F manager/POWL/

Polen Capital exit Powell Industries, Inc.

Polen Capital exit $6.5M of disclosed value in Powell Industries, Inc..

Signal
Investor Move
Action
Exit
Capital
$6.5M disclosed value

Why it matters

This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.

Filing summary

Period End
Dec 31, 2025
Total Changes
399
New
167
Reduced/Sold
224

Filing changes

TickerCompanyActionCurrent ValuePortfolio Impact
ORCLOracle CorporationReduced$1.4B0.05%
MSFTMicrosoft CorporationReduced$1.9B0.03%
NFLXNetflix, Inc.Reduced$16.3M0.02%
2824100ABBOTT LABSReduced$496.4M0.02%
SHOPShopify Inc.Reduced$1.2B0.02%
ISRGIntuitive Surgical, Inc.New$477.2M0.02%
AMZNAmazon.com, Inc.Reduced$2B0.02%
WDAYWorkday, Inc.Reduced$2.3M0.02%
ZTSZoetis Inc.Reduced$699.9M0.02%
IWFiShares Russell 1000 Growth ETFNew$367.3M0.02%
MA.BAMastercard IncorporatedReduced$1.2B0.01%
V.BAVisa Inc.Reduced$1.2B0.01%
AVGOBroadcom Inc.Reduced$1.2B0.01%
PAYCPaycom Software, Inc.Reduced$292.4M0.01%
AONAon plcReduced$651.5M0.01%
CSGPCoStar Group, Inc.Reduced$328.9M0.01%
ADBEAdobe Inc.Reduced$470.9M0.01%
NVDANVIDIA CorporationReduced$993.7M0.01%
SBUXStarbucks CorporationReduced$571.4M0.01%
NOWServiceNow, Inc.Reduced$870.2M0.01%

Evidence