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Avantax Advisory Services’s Powell Industries POWL Stock Holding History

Avantax Advisory Services’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
Q2 		$381K Buy
5,433
+306
+6% +$18.5K ﹤0.01% 1752
2025
Q1 		$291K Buy
5,127
+1,338
+35% +$93.3K ﹤0.01% 1850
2024
Q4 		$280K Sell
3,789
-438
-10% -$39.2K ﹤0.01% 1831
2024
Q3 		$313K Buy
+4,227
New +$230K ﹤0.01% 1717
2024
Q2 		– Sell
-6,774
Closed -$321K – 2120
2024
Q1 		$321K Buy
+6,774
New +$290K ﹤0.01% 1260

Other funds holding POWL

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Avantax Advisory Services increased its Powell Industries (POWL) stake by 6% in Q2 2025, buying an estimated $18.5K and bringing the position to 5,433 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Avantax Advisory Services first reported a position in POWL in Q1 2024 and has held it in 5 quarters since. 374 funds tracked by Wall St. Rank hold POWL as of Q2 2025.

  • Avantax Advisory Services held 5,433 shares of Powell Industries worth $381K as of Q2 2025.
  • Avantax Advisory Services bought 306 Powell Industries shares in Q2 2025, an estimated $18.5K.
  • Powell Industries made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1752 holding.
  • Avantax Advisory Services first reported a position in Powell Industries in Q1 2024 and has held it in 5 quarters since.
  • 374 funds tracked by Wall St. Rank held Powell Industries as of Q2 2025.

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