HWM
POOL icon

HB Wealth Management’s Pool Corp POOL Stock Holding History

HB 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
2026
Q1 		$453K Buy
2,237
+1,064
+91% +$251K ﹤0.01% 1026
2025
Q4 		$268K Sell
1,173
-271
-19% -$70.5K ﹤0.01% 1195
2025
Q3 		$448K Buy
1,444
+116
+9% +$36.4K ﹤0.01% 912
2025
Q2 		$387K Sell
1,328
-4
-0.3% -$1.21K ﹤0.01% 839
2025
Q1 		$424K Buy
1,332
+184
+16% +$62.4K ﹤0.01% 820
2024
Q4 		$391K Buy
1,148
+4
+0.3% +$1.46K ﹤0.01% 711
2024
Q3 		$431K Sell
1,144
-25
-2% -$8.65K ﹤0.01% 639
2024
Q2 		$359K Buy
1,169
+56
+5% +$20.3K ﹤0.01% 647
2024
Q1 		$449K Sell
1,113
-157
-12% -$61.4K 0.01% 538
2023
Q4 		$506K Buy
1,270
+117
+10% +$41K 0.01% 459
2023
Q3 		$411K Buy
1,153
+222
+24% +$80.8K 0.01% 486
2023
Q2 		$349K Sell
931
-22
-2% -$7.52K 0.01% 509
2023
Q1 		$326K Sell
953
-3
-0.3% -$1.06K 0.01% 511
2022
Q4 		$289K Buy
956
+23
+2% +$7.29K 0.01% 524
2022
Q3 		$297K Sell
933
-136
-13% -$48.5K 0.01% 440
2022
Q2 		$375K Buy
1,069
+34
+3% +$13.5K 0.01% 400
2022
Q1 		$438K Buy
1,035
+84
+9% +$39.2K 0.01% 371
2021
Q4 		$538K Buy
+951
New +$499K 0.01% 308

Other funds holding POOL

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BlackRock
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T. Rowe Price Investment Management
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VCM
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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