TWM
POOL icon

Thrive Wealth Management’s Pool Corp POOL Stock Holding History

Thrive 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 		– Sell
-869
Closed -$269K – 250
2025
Q3 		$269K Sell
869
-88
-9% -$27.6K 0.04% 196
2025
Q2 		$279K Sell
957
-39
-4% -$11.8K 0.05% 185
2025
Q1 		$317K Buy
996
+315
+46% +$107K 0.06% 154
2024
Q4 		$232K Sell
681
-230
-25% -$83.8K 0.04% 181
2024
Q3 		$343K Buy
+911
New +$315K 0.06% 155
2024
Q2 		– Sell
-824
Closed -$333K – 224
2024
Q1 		$333K Buy
824
+64
+8% +$25K 0.07% 149
2023
Q4 		$303K Buy
760
+19
+3% +$6.66K 0.07% 145
2023
Q3 		$264K Buy
741
+3
+0.4% +$1.09K 0.07% 136
2023
Q2 		$277K Buy
738
+83
+13% +$28.4K 0.07% 139
2023
Q1 		$224K Buy
+655
New +$232K 0.06% 153

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 $5.7T 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
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 $653B AUM 32.41% 1-Year Est. Return