Avantax Advisory Services’s Pool Corp POOL Stock Holding History

Avantax 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
2025 Q2	$614K	Sell	2,106 -179	-8%	-$54.1K	﹤0.01%	1471
2025 Q1	$727K	Buy	2,285 +477	+26%	+$162K	﹤0.01%	1270
2024 Q4	$616K	Sell	1,808 -124	-6%	-$45.2K	﹤0.01%	1320
2024 Q3	$728K	Sell	1,932 -32	-2%	-$11.1K	﹤0.01%	1185
2024 Q2	$603K	Sell	1,964 -184	-9%	-$66.6K	﹤0.01%	1249
2024 Q1	$867K	Sell	2,148 -6	-0.3%	-$2.35K	0.01%	806
2023 Q4	$859K	Buy	2,154 +111	+5%	+$38.9K	0.01%	775
2023 Q3	$727K	Buy	2,043 +294	+17%	+$107K	0.01%	798
2023 Q2	$655K	Buy	1,749 +74	+4%	+$25.3K	0.01%	842
2023 Q1	$573K	Buy	1,675 +762	+83%	+$270K	0.01%	856
2022 Q4	$276K	Buy	+913	New	+$289K	﹤0.01%	1147
2021 Q3	–	Sell	-1,508	Closed	-$691K	–	1217
2021 Q2	$691K	Buy	+1,508	New	+$635K	0.01%	578

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

Avantax Advisory Services's POOL Position: Q2 2025 in Review

Avantax Advisory Services reduced its Pool Corp (POOL) stake by 7.8% in Q2 2025, selling an estimated $54.1K and leaving 2,106 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Avantax Advisory Services first reported a position in POOL in Q2 2021 and has held it in 12 quarters since. The position peaked at $867K in Q1 2024. 720 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

Avantax Advisory Services held 2,106 shares of Pool Corp worth $614K as of Q2 2025.
Avantax Advisory Services sold 179 Pool Corp shares in Q2 2025, an estimated $54.1K.
Pool Corp made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1471 holding.
Avantax Advisory Services first reported a position in Pool Corp in Q2 2021 and has held it in 12 quarters since.
Avantax Advisory Services's Pool Corp position peaked at $867K in Q1 2024.
720 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.