CSC
POOL icon

Caldwell Sutter Capital’s Pool Corp POOL Stock Holding History

Caldwell Sutter Capital’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
-5
Closed -$1.46K – 887
2025
Q2 		$1.46K Hold
5
– – ﹤0.01% 750
2025
Q1 		$1.59K Hold
5
– – ﹤0.01% 754
2024
Q4 		$1.71K Hold
5
– – ﹤0.01% 765
2024
Q3 		$1.88K Hold
5
– – ﹤0.01% 762
2024
Q2 		$1.54K Hold
5
– – ﹤0.01% 784
2024
Q1 		$2.02K Buy
5
+3
+150% +$1.17K ﹤0.01% 757
2023
Q4 		$797 Hold
2
– – ﹤0.01% 852
2023
Q3 		$712 Hold
2
– – ﹤0.01% 815
2023
Q2 		$749 Hold
2
– – ﹤0.01% 811
2023
Q1 		$685 Buy
+2
New +$710 ﹤0.01% 544

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

Caldwell Sutter Capital's POOL Position: Q3 2025 in Review

Caldwell Sutter Capital sold out of Pool Corp (POOL) in Q3 2025, closing a stake of 5 shares — an estimated $1.46K sold.

Caldwell Sutter Capital first reported a position in POOL in Q1 2023 and held it in 10 quarters. The position peaked at $2.02K in Q1 2024. 708 funds tracked by Wall St. Rank hold POOL as of Q3 2025.

  • Caldwell Sutter Capital reported no remaining Pool Corp position as of Q3 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 5 Pool Corp shares in Q3 2025, an estimated $1.46K.
  • Caldwell Sutter Capital first reported a position in Pool Corp in Q1 2023 and held it in 10 quarters.
  • Caldwell Sutter Capital's Pool Corp position peaked at $2.02K in Q1 2024.
  • 708 funds tracked by Wall St. Rank held Pool Corp as of Q3 2025.

Based on Caldwell Sutter Capital's 13F filing for Q3 2025, filed 29 Oct 2025.