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Carolinas Wealth Consulting’s Pool Corp POOL Stock Holding History

Carolinas Wealth Consulting’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
-1
Closed -$318 – 705
2025
Q1 		$318 Hold
1
– – ﹤0.01% 987
2024
Q4 		$341 Sell
1
-1
-50% -$364 ﹤0.01% 1034
2024
Q3 		$754 Buy
+2
New +$692 ﹤0.01% 966
2024
Q2 		– Sell
-1
Closed -$404 – 1068
2024
Q1 		$404 Buy
+1
New +$391 ﹤0.01% 1000
2020
Q4 		– Sell
-8
Closed -$3K – 998
2020
Q3 		$3K Buy
+8
New +$2.47K ﹤0.01% 651

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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Carolinas Wealth Consulting's POOL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Pool Corp (POOL) in Q2 2025, closing a stake of 1 share — an estimated $318 sold.

Carolinas Wealth Consulting first reported a position in POOL in Q3 2020 and held it in 5 quarters. The position peaked at $3K in Q3 2020. 720 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Pool Corp position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1 Pool Corp share in Q2 2025, an estimated $318.
  • Carolinas Wealth Consulting first reported a position in Pool Corp in Q3 2020 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Pool Corp position peaked at $3K in Q3 2020.
  • 720 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.