Koshinski Asset Management

Koshinski Asset Management’s Pool Corp POOL Stock Holding History

Koshinski Asset 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 Q4	–	Sell	-857	Closed	-$266K	–	745
2025 Q3	$266K	Buy	857 +57	+7%	+$17.9K	0.02%	606
2025 Q2	$233K	Sell	800 -92	-10%	-$27.8K	0.02%	611
2025 Q1	$284K	Buy	892 +78	+10%	+$26.5K	0.02%	508
2024 Q4	$278M	Buy	814 +26	+3%	+$9.47K	0.02%	506
2024 Q3	$297K	Buy	788 +10	+1%	+$3.46K	0.03%	494
2024 Q2	$230K	Buy	778 +43	+6%	+$15.6K	0.02%	530
2024 Q1	$297K	Buy	+735	New	+$287K	0.03%	439
2023 Q4	–	Sell	-633	Closed	-$225K	–	604
2023 Q3	$225K	Buy	633 +53	+9%	+$19.3K	0.03%	495
2023 Q2	$217K	Sell	580 -157	-21%	-$53.7K	0.02%	537
2023 Q1	$252K	Buy	+737	New	+$262K	0.02%	464
2022 Q2	–	Sell	-270	Closed	-$114K	–	1601
2022 Q1	$114K	Buy	270 +42	+18%	+$19.6K	0.01%	778
2021 Q4	$129K	Buy	228 +16	+8%	+$8.39K	0.01%	765
2021 Q3	$92.1K	Buy	+212	New	+$100K	0.01%	875

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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