LGWM
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Litman Gregory Wealth Management’s Pool Corp POOL Stock Holding History

Litman Gregory 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
2025
Q4 		$114K Sell
500
-10,391
-95% -$2.7M 0.01% 176
2025
Q3 		$3.38M Sell
10,891
-430
-4% -$135K 0.25% 53
2025
Q2 		$3.3M Buy
11,321
+599
+6% +$181K 0.26% 52
2025
Q1 		$3.41M Buy
10,722
+1,260
+13% +$427K 0.29% 50
2024
Q4 		$3.23M Sell
9,462
-26
-0.3% -$9.47K 0.28% 46
2024
Q3 		$3.58M Sell
9,488
-151
-2% -$52.2K 0.3% 45
2024
Q2 		$2.96M Buy
9,639
+288
+3% +$104K 0.26% 47
2024
Q1 		$3.77M Sell
9,351
-28
-0.3% -$10.9K 0.34% 46
2023
Q4 		$3.74M Buy
9,379
+1,200
+15% +$421K 0.35% 47
2023
Q3 		$2.91M Buy
+8,179
New +$2.98M 0.3% 48

Other funds holding POOL

Vanguard Group
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
BlackRock New York $5.72T 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return