WC
POOL icon

Waterloo Capital’s Pool Corp POOL Stock Holding History

Waterloo Capital’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
-646
Closed -$206K – 478
2025
Q1 		$206K Buy
646
+11
+2% +$3.73K 0.02% 377
2024
Q4 		$216K Buy
635
+42
+7% +$15.3K 0.02% 340
2024
Q3 		$223K Sell
593
-645
-52% -$223K 0.02% 330
2024
Q2 		$380K Buy
1,238
+28
+2% +$10.1K 0.05% 259
2024
Q1 		$488K Buy
1,210
+516
+74% +$202K 0.06% 229
2023
Q4 		$277K Buy
+694
New +$243K 0.04% 309

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
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