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Beacon Pointe Advisors’s Powell Industries POWL Stock Holding History

Beacon Pointe Advisors’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 		$2.81M Buy
15,591
+276
+2% +$45.1K 0.01% 635
2025
Q4 		$1.63M Sell
15,315
-2,796
-15% -$314K 0.01% 674
2025
Q3 		$1.84M Hold
18,111
– – 0.02% 566
2025
Q2 		$1.27M Buy
18,111
+12
+0.1% +$724 0.01% 593
2025
Q1 		$1.03M Buy
18,099
+3,009
+20% +$210K 0.01% 630
2024
Q4 		$1.11M Buy
15,090
+12,000
+388% +$1.07M 0.01% 605
2024
Q3 		$229K Buy
+3,090
New +$168K ﹤0.01% 1115

Other funds holding POWL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
First Trust Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return