VA
POWL icon

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 – 673
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 $6.73T AUM 46.02% 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 $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valmark Advisers's POWL Position: Q4 2025 in Review

Valmark Advisers sold out of Powell Industries (POWL) in Q4 2025, closing a stake of 3,630 shares — an estimated $369K sold.

Valmark Advisers first reported a position in POWL in Q3 2023 and held it in 9 quarters. The position peaked at $1.53M in Q3 2024. 422 funds tracked by Wall St. Rank hold POWL as of Q4 2025.

  • Valmark Advisers reported no remaining Powell Industries position as of Q4 2025 after selling out during the quarter.
  • Valmark Advisers sold 3,630 Powell Industries shares in Q4 2025, an estimated $369K.
  • Valmark Advisers first reported a position in Powell Industries in Q3 2023 and held it in 9 quarters.
  • Valmark Advisers's Powell Industries position peaked at $1.53M in Q3 2024.
  • 422 funds tracked by Wall St. Rank held Powell Industries as of Q4 2025.

Based on Valmark Advisers's 13F filing for Q4 2025, filed 26 Jan 2026.