RC
POOL icon

Roundview Capital’s Pool Corp POOL Stock Holding History

Roundview Capital’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 		$566K Buy
+2,798
New +$660K 0.04% 252
2025
Q4 		– Sell
-3,294
Closed -$1.02M – 344
2025
Q3 		$1.02M Buy
3,294
+796
+32% +$249K 0.06% 216
2025
Q2 		$728K Buy
2,498
+1,004
+67% +$304K 0.05% 235
2025
Q1 		$476K Buy
+1,494
New +$507K 0.03% 262
2024
Q3 		– Sell
-2,306
Closed -$709K – 345
2024
Q2 		$709K Sell
2,306
-1,178
-34% -$427K 0.06% 234
2024
Q1 		$1.41M Buy
3,484
+217
+7% +$84.8K 0.11% 172
2023
Q4 		$1.3M Buy
3,267
+70
+2% +$24.5K 0.12% 166
2023
Q3 		$1.14M Buy
3,197
+938
+42% +$341K 0.11% 176
2023
Q2 		$846K Buy
2,259
+163
+8% +$55.7K 0.08% 208
2023
Q1 		$718K Buy
+2,096
New +$744K 0.08% 219

Other funds holding POOL

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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 $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