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Bath Savings Trust’s Pool Corp POOL Stock Holding History

Bath Savings Trust’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
Q3 		– Sell
-822
Closed -$240K – 172
2025
Q2 		$240K Sell
822
-335
-29% -$101K 0.02% 151
2025
Q1 		$368K Sell
1,157
-255
-18% -$86.5K 0.04% 129
2024
Q4 		$481K Sell
1,412
-440
-24% -$160K 0.05% 123
2024
Q3 		$698K Sell
1,852
-2,475
-57% -$856K 0.07% 112
2024
Q2 		$1.33M Sell
4,327
-2,125
-33% -$770K 0.14% 87
2024
Q1 		$2.6M Sell
6,452
-393
-6% -$154K 0.28% 66
2023
Q4 		$2.73M Sell
6,845
-1,571
-19% -$551K 0.31% 67
2023
Q3 		$3M Sell
8,416
-551
-6% -$201K 0.37% 57
2023
Q2 		$3.36M Sell
8,967
-1,810
-17% -$619K 0.39% 55
2023
Q1 		$3.69M Buy
10,777
+282
+3% +$100K 0.45% 53
2022
Q4 		$3.17M Buy
10,495
+913
+10% +$289K 0.41% 58
2022
Q3 		$3.05M Buy
9,582
+1,402
+17% +$500K 0.42% 56
2022
Q2 		$2.87M Buy
8,180
+2,944
+56% +$1.17M 0.38% 61
2022
Q1 		$2.21M Buy
5,236
+2,647
+102% +$1.24M 0.25% 70
2021
Q4 		$1.47M Buy
2,589
+655
+34% +$343K 0.15% 81
2021
Q3 		$840K Buy
1,934
+202
+12% +$95.7K 0.1% 97
2021
Q2 		$794K Buy
1,732
+773
+81% +$325K 0.09% 98
2021
Q1 		$331K Buy
+959
New +$334K 0.04% 132

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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Bath Savings Trust's POOL Position: Q3 2025 in Review

Bath Savings Trust sold out of Pool Corp (POOL) in Q3 2025, closing a stake of 822 shares — an estimated $240K sold.

Bath Savings Trust first reported a position in POOL in Q1 2021 and held it in 18 quarters. The position peaked at $3.69M in Q1 2023. 706 funds tracked by Wall St. Rank hold POOL as of Q3 2025.

  • Bath Savings Trust reported no remaining Pool Corp position as of Q3 2025 after selling out during the quarter.
  • Bath Savings Trust sold 822 Pool Corp shares in Q3 2025, an estimated $240K.
  • Bath Savings Trust first reported a position in Pool Corp in Q1 2021 and held it in 18 quarters.
  • Bath Savings Trust's Pool Corp position peaked at $3.69M in Q1 2023.
  • 706 funds tracked by Wall St. Rank held Pool Corp as of Q3 2025.

Based on Bath Savings Trust's 13F filing for Q3 2025, filed 9 Oct 2025.