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
-300
Closed -$102K – 1763
2024
Q4 		$102K Buy
300
+100
+50% +$36.4K ﹤0.01% 1702
2024
Q3 		$75.4K Buy
200
+100
+100% +$34.6K ﹤0.01% 1754
2024
Q2 		$30.7K Hold
100
– – ﹤0.01% 1988
2024
Q1 		$40.4K Buy
+100
New +$39.1K ﹤0.01% 2224
2022
Q2 		– Sell
-500
Closed -$211K – 2054
2022
Q1 		$211K Buy
500
+200
+67% +$93.4K ﹤0.01% 1661
2021
Q4 		$170K Sell
300
-700
-70% -$367K ﹤0.01% 1589
2021
Q3 		$434K Buy
1,000
+500
+100% +$237K ﹤0.01% 1593
2021
Q2 		$229K Sell
500
-100
-17% -$42.1K ﹤0.01% 1489
2021
Q1 		$207K Sell
600
-300
-33% -$104K ﹤0.01% 1427
2020
Q4 		$335K Buy
+900
New +$314K ﹤0.01% 1343

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 $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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. 736 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.
  • 736 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.