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Wealth Enhancement Advisory Services’s
Pool Corp
POOL
Stock Holding History
Wealth Enhancement Advisory Services’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
$1.11M
Buy
5,459
+1,711
+46%
+$403K
﹤0.01%
1727
2025
Q4
$897K
Buy
3,748
+135
+4%
+$35.1K
﹤0.01%
2029
2025
Q3
$1.09M
Sell
3,613
-229
-6%
-$71.8K
﹤0.01%
1801
2025
Q2
$1.16M
Sell
3,842
-140
-4%
-$42.3K
﹤0.01%
1658
2025
Q1
$1.27M
Sell
3,982
-384
-9%
-$130K
﹤0.01%
1489
2024
Q4
$1.49M
Sell
4,366
-953
-18%
-$347K
﹤0.01%
1323
2024
Q3
$2M
Sell
5,319
-6,919
-57%
-$2.39M
﹤0.01%
1048
2024
Q2
$3.76M
Buy
12,238
+10,118
+477%
+$3.66M
0.01%
773
2024
Q1
$855K
Sell
2,120
-2
-0.1%
-$782
﹤0.01%
1311
2023
Q4
$846K
Buy
2,122
+7
+0.3%
+$2.45K
﹤0.01%
1240
2023
Q3
$753K
Buy
2,115
+895
+73%
+$326K
﹤0.01%
1217
2023
Q2
$457K
Buy
+1,220
New
+$417K
﹤0.01%
364
2023
Q1
–
Sell
-7,894
Closed
-$2.97M
–
552
2022
Q4
$2.97M
Buy
+7,894
New
+$2.5M
0.04%
151
2022
Q3
–
Sell
-5,033
Closed
-$1.9M
–
372
2022
Q2
$1.9M
Buy
+5,033
New
+$2M
0.03%
204
2020
Q4
–
Sell
-4,396
Closed
-$1.55M
–
242
2020
Q3
$1.55M
Buy
+4,396
New
+$1.36M
0.04%
155
2016
Q4
–
Sell
-11,941
Closed
-$1.13M
–
175
2016
Q3
$1.13M
Buy
+11,941
New
+$1.17M
0.17%
80
Other funds holding POOL
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
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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