ET
POOL icon

Equitable Trust’s Pool Corp POOL Stock Holding History

Equitable Trust’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 		– Sell
-2,305
Closed -$527K – 486
2025
Q4 		$527K Buy
2,305
+204
+10% +$53.1K 0.02% 309
2025
Q3 		$651K Sell
2,101
-7
-0.3% -$2.19K 0.03% 287
2025
Q2 		$614K Sell
2,108
-144
-6% -$43.6K 0.03% 290
2025
Q1 		$717K Buy
2,252
+9
+0.4% +$3.05K 0.04% 261
2024
Q4 		$765K Buy
2,243
+18
+0.8% +$6.56K 0.04% 259
2024
Q3 		$838K Buy
2,225
+439
+25% +$152K 0.05% 232
2024
Q2 		$549K Buy
1,786
+277
+18% +$100K 0.04% 281
2024
Q1 		$609K Hold
1,509
– – 0.04% 271
2023
Q4 		$602K Buy
+1,509
New +$529K 0.05% 250

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