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TIM
Tortoise Investment Management’s
Pool Corp
POOL
Stock Holding History
Tortoise Investment 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
-9
Closed
-$2.79K
–
1124
2025
Q3
$2.79K
Buy
9
+1
+13%
+$313
﹤0.01%
806
2025
Q2
$2.33K
Buy
8
+6
+300%
+$1.81K
﹤0.01%
767
2025
Q1
$637
Sell
2
-206
-99%
-$69.9K
﹤0.01%
772
2024
Q4
$70.9K
Buy
208
+92
+79%
+$33.5K
0.01%
358
2024
Q3
$43.7K
Buy
116
+13
+13%
+$4.5K
﹤0.01%
430
2024
Q2
$31.7K
Buy
103
+42
+69%
+$15.2K
﹤0.01%
463
2024
Q1
$24.6K
Buy
+61
New
+$23.8K
﹤0.01%
483
2020
Q2
–
Sell
-6
Closed
-$1K
–
543
2020
Q1
$1K
Hold
6
–
–
﹤0.01%
526
2019
Q4
$1K
Hold
6
–
–
﹤0.01%
574
2019
Q3
$1K
Hold
6
–
–
﹤0.01%
576
2019
Q2
$1K
Hold
6
–
–
﹤0.01%
611
2019
Q1
$1K
Buy
+6
New
+$931
﹤0.01%
606
Other funds holding POOL
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Berkshire Hathaway
Omaha, Nebraska
$263B AUM
16.68%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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