WAG
POOL icon

Wallace Advisory Group’s Pool Corp POOL Stock Holding History

Wallace Advisory Group’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
Q2 		– Sell
-1,083
Closed -$369K – 186
2025
Q1 		$369K Sell
1,083
-328
-23% -$111K 0.26% 114
2024
Q4 		$532K Buy
1,411
+64
+5% +$23.3K 0.37% 78
2024
Q3 		$414K Sell
1,347
-22
-2% -$7.61K 0.3% 91
2024
Q2 		$421K Buy
1,369
+52
+4% +$18.8K 0.3% 90
2024
Q1 		$525K Buy
1,317
+26
+2% +$10.2K 0.39% 69
2023
Q4 		$460K Sell
1,291
-78
-6% -$27.3K 0.36% 73
2023
Q3 		$513K Buy
1,369
+276
+25% +$100K 0.37% 68
2023
Q2 		$374K Hold
1,093
– – 0.28% 100
2023
Q1 		$374K Buy
+1,093
New +$388K 0.28% 100

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BlackRock
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Kayne Anderson Rudnick Investment Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
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