True Wealth Design’s Pool Corp POOL Stock Holding History

True Wealth Design’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	$17.4K	Buy	86 +66	+330%	+$15.6K	﹤0.01%	767
2025 Q4	$4.58K	Buy	20 +7	+54%	+$1.82K	﹤0.01%	1121
2025 Q3	$4.03K	Buy	13 +3	+30%	+$940	﹤0.01%	1163
2025 Q2	$2.92K	Buy	10 +4	+67%	+$1.21K	﹤0.01%	1018
2025 Q1	$1.91K	Buy	6 +3	+100%	+$1.02K	﹤0.01%	1023
2024 Q4	$1.02K	Hold	3	–	–	﹤0.01%	933
2024 Q3	$1.13K	Hold	3	–	–	﹤0.01%	942
2024 Q2	$922	Hold	3	–	–	﹤0.01%	527
2024 Q1	$1.21K	Buy	3 +2	+200%	+$782	﹤0.01%	423
2023 Q4	$399	Hold	1	–	–	﹤0.01%	530
2023 Q3	$357	Hold	1	–	–	﹤0.01%	513
2023 Q2	$375	Hold	1	–	–	﹤0.01%	519
2023 Q1	$343	Hold	1	–	–	﹤0.01%	614
2022 Q4	$302	Buy	+1	New	+$317	﹤0.01%	581

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 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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