CWM
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Congress Wealth Management’s Pool Corp POOL Stock Holding History

Congress Wealth Management’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 		$2.92M Buy
10,027
+554
+6% +$168K 0.03% 495
2025
Q1 		$3.02M Buy
9,473
+1,644
+21% +$558K 0.04% 412
2024
Q4 		$2.67M Sell
7,829
-35,015
-82% -$12.8M 0.04% 370
2024
Q3 		$16.1M Sell
42,844
-1,114
-3% -$385K 0.22% 137
2024
Q2 		$13.5M Buy
43,958
+883
+2% +$320K 0.21% 137
2024
Q1 		$17.4M Buy
43,075
+479
+1% +$187K 0.3% 86
2023
Q4 		$17M Sell
42,596
-442
-1% -$155K 0.31% 78
2023
Q3 		$15.3M Buy
43,038
+1,327
+3% +$483K 0.32% 73
2023
Q2 		$15.6M Sell
41,711
-99
-0.2% -$33.8K 0.36% 62
2023
Q1 		$14.3M Buy
41,810
+2,000
+5% +$710K 0.35% 64
2022
Q4 		$12M Sell
39,810
-632
-2% -$200K 0.31% 86
2022
Q3 		$12.9M Buy
40,442
+1,517
+4% +$541K 0.35% 66
2022
Q2 		$13.7M Sell
38,925
-500
-1% -$198K 0.35% 64
2022
Q1 		$16.7M Buy
39,425
+1
+0% +$467 0.36% 62
2021
Q4 		$22.3M Buy
+39,424
New +$20.7M 0.44% 59

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 $299B AUM 27.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Congress Wealth Management's POOL Position: Q2 2025 in Review

Congress Wealth Management increased its Pool Corp (POOL) stake by 5.8% in Q2 2025, buying an estimated $168K and bringing the position to 10,027 shares worth $2.92M. The position accounts for 0.03% of the portfolio, ranked #495.

Congress Wealth Management first reported a position in POOL in Q4 2021 and has held it in 15 quarters since. The position peaked at $22.3M in Q4 2021. 721 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

  • Congress Wealth Management held 10,027 shares of Pool Corp worth $2.92M as of Q2 2025.
  • Congress Wealth Management bought 554 Pool Corp shares in Q2 2025, an estimated $168K.
  • Pool Corp made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #495 holding.
  • Congress Wealth Management first reported a position in Pool Corp in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Pool Corp position peaked at $22.3M in Q4 2021.
  • 721 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.