Atala Financial’s Pool Corp POOL Stock Holding History

Atala Financial’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	-82	Closed	-$26.1K	–	365
2025 Q1	$26.1K	Sell	82 -4	-5%	-$1.36K	0.02%	221
2024 Q4	$29.3K	Buy	+86	New	+$31.3K	0.02%	221

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Atala Financial's POOL Position: Q2 2025 in Review

Atala Financial sold out of Pool Corp (POOL) in Q2 2025, closing a stake of 82 shares — an estimated $26.1K sold.

Atala Financial first reported a position in POOL in Q4 2024 and held it in 2 quarters. The position peaked at $29.3K in Q4 2024. 719 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

Atala Financial reported no remaining Pool Corp position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 82 Pool Corp shares in Q2 2025, an estimated $26.1K.
Atala Financial first reported a position in Pool Corp in Q4 2024 and held it in 2 quarters.
Atala Financial's Pool Corp position peaked at $29.3K in Q4 2024.
719 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.