Envestnet Portfolio Solutions
POOL icon

Envestnet Portfolio Solutions’s Pool Corp POOL Stock Holding History

Envestnet Portfolio Solutions’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 		$359K Sell
1,776
-234
-12% -$55.2K ﹤0.01% 1034
2025
Q4 		$460K Sell
2,010
-830
-29% -$216K ﹤0.01% 1097
2025
Q3 		$881K Sell
2,840
-427
-13% -$134K ﹤0.01% 777
2025
Q2 		$952K Sell
3,267
-408
-11% -$123K ﹤0.01% 806
2025
Q1 		$1.17M Sell
3,675
-2,958
-45% -$1M ﹤0.01% 742
2024
Q4 		$2.26M Sell
6,633
-1,715
-21% -$625K 0.01% 626
2024
Q3 		$3.15M Sell
8,348
-223
-3% -$77.1K 0.01% 517
2024
Q2 		$2.63M Sell
8,571
-428
-5% -$155K 0.01% 559
2024
Q1 		$3.63M Buy
8,999
+2,153
+31% +$842K 0.01% 470
2023
Q4 		$2.73M Buy
6,846
+385
+6% +$135K 0.01% 509
2023
Q3 		$2.3M Buy
+6,461
New +$2.35M 0.01% 511

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
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