Capital Advisors Ltd’s Pool Corp POOL Stock Holding History

Capital Advisors Ltd’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	-18	Closed	-$6K	–	1571
2025 Q1	$6K	Sell	18 -9	-33%	-$3.05K	﹤0.01%	891
2024 Q4	$9K	Buy	27 +4	+17%	+$1.46K	﹤0.01%	818
2024 Q3	$9K	Hold	23	–	–	﹤0.01%	799
2024 Q2	$7K	Buy	23 +5	+28%	+$1.81K	﹤0.01%	843
2024 Q1	$7K	Hold	18	–	–	﹤0.01%	804
2023 Q4	$7K	Hold	18	–	–	﹤0.01%	762
2023 Q3	$6K	Hold	18	–	–	﹤0.01%	780
2023 Q2	$7K	Hold	18	–	–	﹤0.01%	760
2023 Q1	$6K	Hold	18	–	–	﹤0.01%	651
2022 Q4	$5K	Buy	+18	New	+$5.7K	﹤0.01%	673
2022 Q2	–	Sell	-3	Closed	-$1K	–	1251
2022 Q1	$1K	Buy	3 +2	+200%	+$934	﹤0.01%	777
2021 Q4	$1K	Buy	+1	New	+$524	﹤0.01%	733

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Advisors Ltd's POOL Position: Q2 2025 in Review

Capital Advisors Ltd sold out of Pool Corp (POOL) in Q2 2025, closing a stake of 18 shares — an estimated $6K sold.

Capital Advisors Ltd first reported a position in POOL in Q4 2021 and held it in 12 quarters. The position peaked at $9K in Q4 2024. 721 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

Capital Advisors Ltd reported no remaining Pool Corp position as of Q2 2025 after selling out during the quarter.
Capital Advisors Ltd sold 18 Pool Corp shares in Q2 2025, an estimated $6K.
Capital Advisors Ltd first reported a position in Pool Corp in Q4 2021 and held it in 12 quarters.
Capital Advisors Ltd's Pool Corp position peaked at $9K in Q4 2024.
721 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.