IMA Advisory Services’s Pool Corp POOL Stock Holding History

IMA Advisory Services’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	$9.91K	Hold	49	–	–	﹤0.01%	332
2025 Q4	$11.2K	Hold	49	–	–	﹤0.01%	333
2025 Q3	$15.2K	Hold	49	–	–	﹤0.01%	304
2025 Q2	$14.3K	Hold	49	–	–	﹤0.01%	297
2025 Q1	$15.6K	Buy	+49	New	+$16.6K	﹤0.01%	293
2024 Q4	–	Sell	-49	Closed	-$18.5K	–	255
2024 Q3	$18.5K	Buy	+49	New	+$17K	﹤0.01%	226
2023 Q4	–	Sell	-49	Closed	-$17.4K	–	218
2023 Q3	$17.4K	Hold	49	–	–	﹤0.01%	222
2023 Q2	$18.4K	Hold	49	–	–	﹤0.01%	225
2023 Q1	$16.8K	Hold	49	–	–	﹤0.01%	220
2022 Q4	$14.8K	Sell	49 -100	-67%	-$31.7K	﹤0.01%	236
2022 Q3	$47K	Hold	149	–	–	0.01%	182
2022 Q2	$52K	Buy	149 +100	+204%	+$39.7K	0.01%	186
2022 Q1	$21K	Hold	49	–	–	﹤0.01%	204
2021 Q4	$28K	Hold	49	–	–	0.01%	195
2021 Q3	$21K	Hold	49	–	–	0.01%	197
2021 Q2	$22K	Hold	49	–	–	0.01%	191
2021 Q1	$17K	Hold	49	–	–	﹤0.01%	212
2020 Q4	$18K	Hold	49	–	–	0.01%	189
2020 Q3	$16K	Buy	+49	New	+$15.2K	0.01%	185

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 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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