Wahed Invest’s Pool Corp POOL Stock Holding History

Wahed Invest’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 Q3	–	Sell	-977	Closed	-$285K	–	230
2025 Q2	$285K	Buy	977 +9	+0.9%	+$2.72K	0.04%	211
2025 Q1	$308K	Buy	968 +84	+10%	+$28.5K	0.05%	204
2024 Q4	$301K	Sell	884 -21	-2%	-$7.65K	0.05%	202
2024 Q3	$341K	Buy	905 +92	+11%	+$31.8K	0.06%	189
2024 Q2	$250K	Buy	813 +74	+10%	+$26.8K	0.05%	194
2024 Q1	$298K	Buy	739 +130	+21%	+$50.8K	0.07%	177
2023 Q4	$243K	Buy	609 +12	+2%	+$4.21K	0.07%	180
2023 Q3	$213K	Buy	+597	New	+$217K	0.07%	182
2022 Q1	–	Sell	-463	Closed	-$262K	–	216
2021 Q4	$262K	Buy	+463	New	+$243K	0.15%	132

Other funds holding POOL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return