VA
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Valmark Advisers’s Powell Industries POWL Stock Holding History

Valmark Advisers’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
Q4 		– Sell
-3,630
Closed -$369K – 675
2025
Q3 		$369K Sell
3,630
-7,242
-67% -$614K ﹤0.01% 499
2025
Q2 		$763K Buy
10,872
+1,470
+16% +$88.7K 0.01% 376
2025
Q1 		$534K Sell
9,402
-9,240
-50% -$644K 0.01% 414
2024
Q4 		$1.38M Sell
18,642
-2,061
-10% -$184K 0.02% 262
2024
Q3 		$1.53M Sell
20,703
-84
-0.4% -$4.57K 0.02% 234
2024
Q2 		$994K Sell
20,787
-564
-3% -$29.4K 0.02% 286
2024
Q1 		$1.01M Sell
21,351
-4,305
-17% -$184K 0.02% 268
2023
Q4 		$756K Buy
25,656
+11,571
+82% +$322K 0.01% 295
2023
Q3 		$389K Buy
+14,085
New +$349K 0.01% 364

Other funds holding POWL

BlackRock
BlackRock New York $5.7T 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
VC
Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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