AG
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Ascent Group’s Pool Corp POOL Stock Holding History

Ascent 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
Q1 		– Sell
-1,310
Closed -$447K – 717
2024
Q4 		$447K Sell
1,310
-260
-17% -$94.8K 0.03% 395
2024
Q3 		$592K Buy
1,570
+59
+4% +$20.4K 0.04% 349
2024
Q2 		$464K Buy
1,511
+226
+18% +$81.8K 0.04% 365
2024
Q1 		$518K Buy
1,285
+50
+4% +$19.5K 0.05% 346
2023
Q4 		$485K Buy
1,235
+310
+34% +$109K 0.05% 350
2023
Q3 		$304K Buy
925
+65
+8% +$23.7K 0.03% 384
2023
Q2 		$332K Buy
860
+275
+47% +$94K 0.04% 359
2023
Q1 		$200K Buy
+585
New +$208K 0.02% 461

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Ascent Group's POOL Position: Q1 2025 in Review

Ascent Group sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 1,310 shares — an estimated $447K sold.

Ascent Group first reported a position in POOL in Q1 2023 and held it in 8 quarters. The position peaked at $592K in Q3 2024. 737 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

  • Ascent Group reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
  • Ascent Group sold 1,310 Pool Corp shares in Q1 2025, an estimated $447K.
  • Ascent Group first reported a position in Pool Corp in Q1 2023 and held it in 8 quarters.
  • Ascent Group's Pool Corp position peaked at $592K in Q3 2024.
  • 737 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on Ascent Group's 13F filing for Q1 2025, filed 16 May 2025.