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Bellwether Advisors’s Pool Corp POOL Stock Holding History

Bellwether Advisors’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
-62
Closed -$18.1K – 455
2025
Q2 		$18.1K Buy
+62
New +$18.8K ﹤0.01% 313
2022
Q2 		– Sell
-1,466
Closed -$619K – 536
2022
Q1 		$619K Sell
1,466
-180
-11% -$84.1K 0.18% 90
2021
Q4 		$931K Buy
+1,646
New +$863K 0.29% 64
2021
Q3 		– Sell
-11
Closed -$5K – 603
2021
Q2 		$5K Buy
+11
New +$4.63K ﹤0.01% 324

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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bellwether Advisors's POOL Position: Q3 2025 in Review

Bellwether Advisors sold out of Pool Corp (POOL) in Q3 2025, closing a stake of 62 shares — an estimated $18.1K sold.

Bellwether Advisors first reported a position in POOL in Q2 2021 and held it in 4 quarters. The position peaked at $931K in Q4 2021. 708 funds tracked by Wall St. Rank hold POOL as of Q3 2025.

  • Bellwether Advisors reported no remaining Pool Corp position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 62 Pool Corp shares in Q3 2025, an estimated $18.1K.
  • Bellwether Advisors first reported a position in Pool Corp in Q2 2021 and held it in 4 quarters.
  • Bellwether Advisors's Pool Corp position peaked at $931K in Q4 2021.
  • 708 funds tracked by Wall St. Rank held Pool Corp as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.