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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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. 652 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.
652 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.