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Belpointe Asset Management’s Pool Corp POOL Stock Holding History

Belpointe Asset Management’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
Q4 		– Sell
-844
Closed -$262K – 1091
2025
Q3 		$262K Buy
844
+29
+4% +$9.09K 0.01% 836
2025
Q2 		$238K Sell
815
-1
-0.1% -$302 0.01% 821
2025
Q1 		$260K Sell
816
-70
-8% -$23.7K 0.01% 767
2024
Q4 		$312K Sell
886
-12
-1% -$4.37K 0.02% 640
2024
Q3 		$338K Buy
+898
New +$311K 0.02% 625
2024
Q2 		– Sell
-601
Closed -$243K – 913
2024
Q1 		$243K Buy
601
+73
+14% +$28.5K 0.02% 680
2023
Q4 		$211K Buy
+528
New +$185K 0.02% 648
2023
Q2 		– Sell
-771
Closed -$264K – 2603
2023
Q1 		$264K Buy
771
+48
+7% +$17K 0.01% 809
2022
Q4 		$219K Buy
723
+257
+55% +$81.4K 0.01% 858
2022
Q3 		$148K Buy
466
+117
+34% +$41.7K 0.01% 973
2022
Q2 		$122K Buy
349
+76
+28% +$30.1K 0.01% 1028
2022
Q1 		$115K Buy
273
+23
+9% +$10.7K 0.01% 1155
2021
Q4 		$142K Hold
250
– – 0.01% 1039
2021
Q3 		$109K Buy
+250
New +$118K 0.01% 1119

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Belpointe Asset Management's POOL Position: Q4 2025 in Review

Belpointe Asset Management sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 844 shares — an estimated $262K sold.

Belpointe Asset Management first reported a position in POOL in Q3 2021 and held it in 14 quarters. The position peaked at $338K in Q3 2024. 651 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • Belpointe Asset Management reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 844 Pool Corp shares in Q4 2025, an estimated $262K.
  • Belpointe Asset Management first reported a position in Pool Corp in Q3 2021 and held it in 14 quarters.
  • Belpointe Asset Management's Pool Corp position peaked at $338K in Q3 2024.
  • 651 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.