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

Crowley 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
Q4 		– Sell
-4
Closed -$1.24K – 262
2025
Q3 		$1.24K Hold
4
– – ﹤0.01% 384
2025
Q2 		$1.17K Hold
4
– – ﹤0.01% 373
2025
Q1 		$1.27K Hold
4
– – ﹤0.01% 385
2024
Q4 		$1.36K Buy
+4
New +$1.46K ﹤0.01% 392

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Crowley Wealth Management's POOL Position: Q4 2025 in Review

Crowley Wealth Management sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 4 shares — an estimated $1.24K sold.

Crowley Wealth Management first reported a position in POOL in Q4 2024 and held it in 4 quarters. The position peaked at $1.36K in Q4 2024. 648 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • Crowley Wealth Management reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 4 Pool Corp shares in Q4 2025, an estimated $1.24K.
  • Crowley Wealth Management first reported a position in Pool Corp in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Pool Corp position peaked at $1.36K in Q4 2024.
  • 648 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.