AGWCA
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Annis Gardner Whiting Capital Advisors’s Pool Corp POOL Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57.1K Buy
282
+12
+4% +$2.83K 0.01% 554
2025
Q4 		$61.8K Buy
270
+45
+20% +$11.7K 0.01% 493
2025
Q3 		$69.8K Buy
225
+167
+288% +$52.3K 0.01% 441
2025
Q2 		$16.9K Buy
58
+36
+164% +$10.9K 0.01% 594
2025
Q1 		$7K Hold
22
– – ﹤0.01% 587
2024
Q4 		$7.5K Hold
22
– – ﹤0.01% 571
2024
Q3 		$8.29K Hold
22
– – ﹤0.01% 570
2024
Q2 		$6.76K Sell
22
-13
-37% -$4.71K ﹤0.01% 734
2024
Q1 		$14.1K Buy
35
+1
+3% +$391 0.01% 623
2023
Q4 		$13.6K Buy
34
+13
+62% +$4.56K 0.01% 450
2023
Q3 		$7.48K Buy
+21
New +$7.64K ﹤0.01% 490

Other funds holding POOL

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return