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Avantax Advisory Services’s Power Integrations POWI Stock Holding History

Avantax Advisory Services’s Portfolio POWI Stock Details POWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$398K Sell
7,114
-365
-5% -$18.7K ﹤0.01% 1725
2025
Q1 		$378K Buy
7,479
+1,525
+26% +$91.3K ﹤0.01% 1683
2024
Q4 		$367K Sell
5,954
-806
-12% -$51.3K ﹤0.01% 1646
2024
Q3 		$433K Buy
6,760
+1,401
+26% +$92.5K ﹤0.01% 1512
2024
Q2 		$376K Buy
+5,359
New +$385K ﹤0.01% 1551

Other funds holding POWI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Avantax Advisory Services's POWI Position: Q2 2025 in Review

Avantax Advisory Services reduced its Power Integrations (POWI) stake by 4.9% in Q2 2025, selling an estimated $18.7K and leaving 7,114 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

Avantax Advisory Services first reported a position in POWI in Q2 2024 and has held it in 5 quarters since. The position peaked at $433K in Q3 2024. 342 funds tracked by Wall St. Rank hold POWI as of Q2 2025.

  • Avantax Advisory Services held 7,114 shares of Power Integrations worth $398K as of Q2 2025.
  • Avantax Advisory Services sold 365 Power Integrations shares in Q2 2025, an estimated $18.7K.
  • Power Integrations made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1725 holding.
  • Avantax Advisory Services first reported a position in Power Integrations in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Power Integrations position peaked at $433K in Q3 2024.
  • 342 funds tracked by Wall St. Rank held Power Integrations as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.