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Cary Street Partners Investment Advisory’s Pool Corp POOL Stock Holding History

Cary Street Partners 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
Q4 		– Sell
-823
Closed -$255K – 698
2025
Q3 		$255K Sell
823
-17
-2% -$5.33K 0.11% 214
2025
Q2 		$245K Buy
840
+12
+1% +$3.63K 0.12% 190
2025
Q1 		$264K Buy
828
+183
+28% +$62.1K 0.15% 169
2024
Q4 		$220K Sell
645
-222
-26% -$80.9K 0.14% 164
2024
Q3 		$327K Buy
867
+11
+1% +$3.81K 0.01% 601
2024
Q2 		$263K Sell
856
-2
-0.2% -$724 0.01% 635
2024
Q1 		$346K Buy
858
+1
+0.1% +$391 0.01% 530
2023
Q4 		$342K Buy
857
+851
+14,183% +$298K 0.02% 507
2023
Q3 		$2.14K Buy
+6
New +$2.18K ﹤0.01% 1649

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.02T AUM 30.18% 1-Year Est. Return

Cary Street Partners Investment Advisory's POOL Position: Q4 2025 in Review

Cary Street Partners Investment Advisory sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 823 shares — an estimated $255K sold.

Cary Street Partners Investment Advisory first reported a position in POOL in Q3 2023 and held it in 9 quarters. The position peaked at $346K in Q1 2024. 649 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • Cary Street Partners Investment Advisory reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 823 Pool Corp shares in Q4 2025, an estimated $255K.
  • Cary Street Partners Investment Advisory first reported a position in Pool Corp in Q3 2023 and held it in 9 quarters.
  • Cary Street Partners Investment Advisory's Pool Corp position peaked at $346K in Q1 2024.
  • 649 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2025, filed 9 Feb 2026.