Arkadios Wealth Advisors’s Pool Corp POOL Stock Holding History

Arkadios Wealth 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	$335K	Buy	1,656 +148	+10%	+$34.9K	0.01%	1308
2025 Q4	$345K	Sell	1,508 -322	-18%	-$83.8K	0.01%	1185
2025 Q3	$567K	Buy	1,830 +388	+27%	+$122K	0.01%	878
2025 Q2	$420K	Buy	1,442 +222	+18%	+$67.1K	0.01%	919
2025 Q1	$388K	Buy	1,220 +212	+21%	+$71.9K	0.01%	801
2024 Q4	$344K	Sell	1,008 -95	-9%	-$34.6K	0.02%	675
2024 Q3	$416K	Buy	1,103 +188	+21%	+$65K	0.02%	608
2024 Q2	$281K	Buy	915 +91	+11%	+$33K	0.02%	653
2024 Q1	$332K	Buy	824 +3	+0.4%	+$1.17K	0.03%	507
2023 Q4	$327K	Sell	821 -45	-5%	-$15.8K	0.03%	492
2023 Q3	$308K	Sell	866 -21	-2%	-$7.64K	0.03%	476
2023 Q2	$332K	Sell	887 -46	-5%	-$15.7K	0.04%	416
2023 Q1	$319K	Sell	933 -27	-3%	-$9.58K	0.04%	419
2022 Q4	$290K	Buy	960 +57	+6%	+$18.1K	0.04%	416
2022 Q3	$287K	Sell	903 -123	-12%	-$43.9K	0.04%	389
2022 Q2	$361K	Buy	1,026 +474	+86%	+$188K	0.05%	353
2022 Q1	$233K	Buy	+552	New	+$258K	0.03%	489

Other funds holding POOL

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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