Congress Wealth Management’s Pool Corp POOL Stock Holding History

Congress Wealth Management’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	$2.92M	Buy	10,027 +554	+6%	+$168K	0.03%	495
2025 Q1	$3.02M	Buy	9,473 +1,644	+21%	+$558K	0.04%	412
2024 Q4	$2.67M	Sell	7,829 -35,015	-82%	-$12.8M	0.04%	370
2024 Q3	$16.1M	Sell	42,844 -1,114	-3%	-$385K	0.22%	137
2024 Q2	$13.5M	Buy	43,958 +883	+2%	+$320K	0.21%	137
2024 Q1	$17.4M	Buy	43,075 +479	+1%	+$187K	0.3%	86
2023 Q4	$17M	Sell	42,596 -442	-1%	-$155K	0.31%	78
2023 Q3	$15.3M	Buy	43,038 +1,327	+3%	+$483K	0.32%	73
2023 Q2	$15.6M	Sell	41,711 -99	-0.2%	-$33.8K	0.36%	62
2023 Q1	$14.3M	Buy	41,810 +2,000	+5%	+$710K	0.35%	64
2022 Q4	$12M	Sell	39,810 -632	-2%	-$200K	0.31%	86
2022 Q3	$12.9M	Buy	40,442 +1,517	+4%	+$541K	0.35%	66
2022 Q2	$13.7M	Sell	38,925 -500	-1%	-$198K	0.35%	64
2022 Q1	$16.7M	Buy	39,425 +1	+0%	+$467	0.36%	62
2021 Q4	$22.3M	Buy	+39,424	New	+$20.7M	0.45%	59

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