MA
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Mutual Advisors’s Pool Corp POOL Stock Holding History

Mutual Advisors’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
Q1 		– Sell
-588
Closed -$206K – 1146
2024
Q4 		$206K Sell
588
-107
-15% -$39K 0.01% 1019
2024
Q3 		$262K Buy
695
+2
+0.3% +$692 0.01% 956
2024
Q2 		$256K Sell
693
-46
-6% -$16.7K 0.01% 953
2024
Q1 		$298K Sell
739
-72
-9% -$28.1K 0.01% 868
2023
Q4 		$323K Sell
811
-40
-5% -$14K 0.01% 798
2023
Q3 		$303K Buy
851
+317
+59% +$115K 0.01% 771
2023
Q2 		$200K Buy
+534
New +$183K 0.01% 950

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return