Position in POWL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$526,042
+$257,667 QoQ
Shares Held
1,837
+23.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#345
of 578 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in POWL Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Advyzon Investment Management, LLC holds $1,408,626 across 2 Electrical Equipment & Parts names. POWL ranks #2 (37.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
2,636 | $882,584 | |
| 2 | POWL |
Powell Industries Inc
This page
|
1,837 | $526,042 |
All Filings in POWL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,042 | 1,837 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $268,375 | 496 | Shares | Other | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||