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Cape Investment Advisory’s Pool Corp POOL Stock Holding History

Cape Investment Advisory’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 		– Sell
-2
Closed -$637 – 1237
2025
Q1 		$637 Hold
2
– – ﹤0.01% 1008
2024
Q4 		$682 Buy
+2
New +$729 ﹤0.01% 1000
2024
Q1 		– Sell
-8
Closed -$3.19K – 1113
2023
Q4 		$3.19K Buy
+8
New +$2.81K ﹤0.01% 850

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cape Investment Advisory's POOL Position: Q2 2025 in Review

Cape Investment Advisory sold out of Pool Corp (POOL) in Q2 2025, closing a stake of 2 shares — an estimated $637 sold.

Cape Investment Advisory first reported a position in POOL in Q4 2023 and held it in 3 quarters. The position peaked at $3.19K in Q4 2023. 721 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

  • Cape Investment Advisory reported no remaining Pool Corp position as of Q2 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 2 Pool Corp shares in Q2 2025, an estimated $637.
  • Cape Investment Advisory first reported a position in Pool Corp in Q4 2023 and held it in 3 quarters.
  • Cape Investment Advisory's Pool Corp position peaked at $3.19K in Q4 2023.
  • 721 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on Cape Investment Advisory's 13F filing for Q2 2025, filed 19 Aug 2025.