Blue Trust Inc’s Pool Corp POOL Stock Holding History

Blue Trust Inc’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	$45.3K	Sell	224 -42	-16%	-$9.9K	﹤0.01%	1369
2025 Q4	$60.8K	Sell	266 -18	-6%	-$4.68K	﹤0.01%	1279
2025 Q3	$88.1K	Buy	284 +4	+1%	+$1.25K	﹤0.01%	1129
2025 Q2	$81.6K	Buy	280 +55	+24%	+$16.6K	﹤0.01%	1133
2025 Q1	$71.6K	Buy	225 +38	+20%	+$12.9K	﹤0.01%	1149
2024 Q4	$63.8K	Sell	187 -522	-74%	-$190K	﹤0.01%	1137
2024 Q3	$218K	Buy	709 +463	+188%	+$160K	﹤0.01%	816
2024 Q2	$99.3K	Buy	246 +215	+694%	+$77.9K	﹤0.01%	978
2024 Q1	$12.5K	Sell	31 -12	-28%	-$4.69K	﹤0.01%	1384
2023 Q4	$15K	Buy	43 +26	+153%	+$9.12K	﹤0.01%	1434
2023 Q3	$7K	Buy	17 +4	+31%	+$1.46K	﹤0.01%	1543
2023 Q2	$5K	Sell	13 -26	-67%	-$8.89K	﹤0.01%	1542
2023 Q1	$11K	Sell	39 -6	-13%	-$2.13K	﹤0.01%	1573
2022 Q4	$15K	Buy	45 +32	+246%	+$10.1K	﹤0.01%	1403
2022 Q3	$5K	Buy	13 +2	+18%	+$714	﹤0.01%	1576
2022 Q2	$4K	Buy	+11	New	+$4.36K	﹤0.01%	1516

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