Mather Group’s Pool Corp POOL Stock Holding History

Mather Group’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	$45.5K	Buy	+225	New	+$53K	﹤0.01%	1078
2025 Q4	–	Sell	-241	Closed	-$74.7K	–	1389
2025 Q3	$74.7K	Buy	+241	New	+$75.5K	﹤0.01%	822
2025 Q2	–	Sell	-324	Closed	-$103K	–	1431
2025 Q1	$103K	Sell	324 -111	-26%	-$37.7K	﹤0.01%	741
2024 Q4	$148K	Sell	435 -93	-18%	-$33.9K	﹤0.01%	655
2024 Q3	$199K	Sell	528 -65	-11%	-$22.5K	﹤0.01%	576
2024 Q2	$239K	Buy	593 +88	+17%	+$31.9K	﹤0.01%	578
2024 Q1	$201K	Hold	505	–	–	﹤0.01%	525
2023 Q4	$201K	Buy	+505	New	+$177K	﹤0.01%	543

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 $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return