RA
POOL icon

Rational Advisors’s Pool Corp POOL Stock Holding History

Rational 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
2026
Q1 		$2.02K Hold
10
– – ﹤0.01% 178
2025
Q4 		$2.29K Buy
10
+1
+11% +$260 ﹤0.01% 183
2025
Q3 		$2.79K Sell
9
-27
-75% -$8.46K ﹤0.01% 192
2025
Q2 		$10.5K Buy
+36
New +$10.9K ﹤0.01% 178
2021
Q2 		– Sell
-475
Closed -$164K – 178
2021
Q1 		$164K Buy
475
+342
+257% +$119K 0.03% 137
2020
Q4 		$50K Buy
+133
New +$46.4K 0.01% 192
2020
Q2 		– Sell
-2,233
Closed -$439K – 530
2020
Q1 		$439K Buy
+2,233
New +$475K 0.32% 98
2017
Q1 		– Sell
-2,900
Closed -$303K – 284
2016
Q4 		$303K Sell
2,900
-3,000
-51% -$296K 0.29% 74
2016
Q3 		$558K Hold
5,900
– – 0.37% 99
2016
Q2 		$555K Hold
5,900
– – 0.39% 77
2016
Q1 		$518K Buy
+5,900
New +$474K 0.34% 80

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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