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Optimum Investment Advisors’s Powell Industries POWL Stock Holding History

Optimum Investment 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
2025
Q3 		$99.1K Buy
975
+75
+8% +$6.36K 0.04% 266
2025
Q2 		$63.1K Buy
900
+480
+114% +$29K 0.03% 313
2025
Q1 		$23.8K Buy
420
+120
+40% +$8.36K 0.01% 422
2024
Q4 		$22.2K Hold
300
– – 0.01% 423
2024
Q3 		$22.2K Buy
+300
New +$16.3K 0.01% 440

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Optimum Investment Advisors's POWL Position: Q3 2025 in Review

Optimum Investment Advisors increased its Powell Industries (POWL) stake by 8.3% in Q3 2025, buying an estimated $6.36K and bringing the position to 975 shares worth $99.1K. The position accounts for 0.04% of the portfolio, ranked #266.

Optimum Investment Advisors first reported a position in POWL in Q3 2024 and has held it in 5 quarters since. 412 funds tracked by Wall St. Rank hold POWL as of Q3 2025.

  • Optimum Investment Advisors held 975 shares of Powell Industries worth $99.1K as of Q3 2025.
  • Optimum Investment Advisors bought 75 Powell Industries shares in Q3 2025, an estimated $6.36K.
  • Powell Industries made up 0.04% of Optimum Investment Advisors's portfolio in Q3 2025, its #266 holding.
  • Optimum Investment Advisors first reported a position in Powell Industries in Q3 2024 and has held it in 5 quarters since.
  • 412 funds tracked by Wall St. Rank held Powell Industries as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.