Capstone Investment Advisors
POOL icon

Capstone Investment Advisors’s Pool Corp POOL Stock Holding History

Capstone Investment 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
Q1 		– Sell
-754
Closed -$257K – 1764
2024
Q4 		$257K Buy
754
+148
+24% +$53.9K ﹤0.01% 1528
2024
Q3 		$228K Sell
606
-26
-4% -$8.99K ﹤0.01% 1529
2024
Q2 		$194K Hold
632
– – ﹤0.01% 1777
2024
Q1 		$255K Buy
+632
New +$247K ﹤0.01% 1907
2023
Q4 		– Sell
-2,173
Closed -$774K – 2343
2023
Q3 		$774K Buy
2,173
+991
+84% +$361K ﹤0.01% 1086
2023
Q2 		$443K Buy
+1,182
New +$404K ﹤0.01% 1212
2021
Q4 		– Sell
-2,024
Closed -$1.06M – 2045
2021
Q3 		$879K Buy
+2,024
New +$959K ﹤0.01% 1463
2016
Q4 		– Sell
-2,341
Closed -$221K – 1075
2016
Q3 		$221K Buy
+2,341
New +$230K ﹤0.01% 668

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Capstone Investment Advisors's POOL Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 754 shares — an estimated $257K sold.

Capstone Investment Advisors first reported a position in POOL in Q3 2016 and held it in 8 quarters. The position peaked at $879K in Q3 2021. 737 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 754 Pool Corp shares in Q1 2025, an estimated $257K.
  • Capstone Investment Advisors first reported a position in Pool Corp in Q3 2016 and held it in 8 quarters.
  • Capstone Investment Advisors's Pool Corp position peaked at $879K in Q3 2021.
  • 737 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.