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Everpar Advisors’s Pool Corp POOL Stock Holding History

Everpar Advisors’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
-1,295
Closed -$402K – 299
2025
Q3 		$402K Sell
1,295
-163
-11% -$51.1K 0.16% 149
2025
Q2 		$425K Sell
1,458
-277
-16% -$83.8K 0.19% 143
2025
Q1 		$552K Sell
1,735
-43
-2% -$14.6K 0.29% 81
2024
Q4 		$606K Sell
1,778
-9
-0.5% -$3.28K 0.31% 78
2024
Q3 		$673K Buy
1,787
+413
+30% +$143K 0.35% 70
2024
Q2 		$422K Sell
1,374
-279
-17% -$101K 0.21% 149
2024
Q1 		$667K Sell
1,653
-1,240
-43% -$485K 0.41% 69
2023
Q4 		$1.15M Buy
+2,893
New +$1.01M 0.54% 37

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $153B AUM 38.14% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.26T AUM 61.52% 1-Year Est. Return

Everpar Advisors's POOL Position: Q4 2025 in Review

Everpar Advisors sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 1,295 shares — an estimated $402K sold.

Everpar Advisors first reported a position in POOL in Q4 2023 and held it in 8 quarters. The position peaked at $1.15M in Q4 2023. 651 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • Everpar Advisors reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
  • Everpar Advisors sold 1,295 Pool Corp shares in Q4 2025, an estimated $402K.
  • Everpar Advisors first reported a position in Pool Corp in Q4 2023 and held it in 8 quarters.
  • Everpar Advisors's Pool Corp position peaked at $1.15M in Q4 2023.
  • 651 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Everpar Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.