Capital Advisors Ltd’s Pool Corp POOL Stock Holding History

Capital Advisors Ltd’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
2025 Q2	–	Sell	-18	Closed	-$6K	–	1571
2025 Q1	$6K	Sell	18 -9	-33%	-$3.05K	﹤0.01%	891
2024 Q4	$9K	Buy	27 +4	+17%	+$1.46K	﹤0.01%	818
2024 Q3	$9K	Hold	23	–	–	﹤0.01%	799
2024 Q2	$7K	Buy	23 +5	+28%	+$1.81K	﹤0.01%	843
2024 Q1	$7K	Hold	18	–	–	﹤0.01%	804
2023 Q4	$7K	Hold	18	–	–	﹤0.01%	762
2023 Q3	$6K	Hold	18	–	–	﹤0.01%	780
2023 Q2	$7K	Hold	18	–	–	﹤0.01%	760
2023 Q1	$6K	Hold	18	–	–	﹤0.01%	651
2022 Q4	$5K	Buy	+18	New	+$5.7K	﹤0.01%	673
2022 Q2	–	Sell	-3	Closed	-$1K	–	1251
2022 Q1	$1K	Buy	3 +2	+200%	+$934	﹤0.01%	777
2021 Q4	$1K	Buy	+1	New	+$524	﹤0.01%	733

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

Wellington Management Group

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

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return