FCP
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Fidelis Capital Partners’s Pool Corp POOL Stock Holding History

Fidelis Capital Partners’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
Q1 		– Sell
-710
Closed -$240K – 453
2024
Q4 		$240K Sell
710
-10
-1% -$3.64K 0.02% 378
2024
Q3 		$252K Buy
720
+16
+2% +$5.54K 0.03% 348
2024
Q2 		$246K Sell
704
-34
-5% -$12.3K 0.04% 316
2024
Q1 		$298K Buy
+738
New +$288K 0.05% 290

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fidelis Capital Partners's POOL Position: Q1 2025 in Review

Fidelis Capital Partners sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 710 shares — an estimated $240K sold.

Fidelis Capital Partners first reported a position in POOL in Q1 2024 and held it in 4 quarters. The position peaked at $298K in Q1 2024. 737 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

  • Fidelis Capital Partners reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
  • Fidelis Capital Partners sold 710 Pool Corp shares in Q1 2025, an estimated $240K.
  • Fidelis Capital Partners first reported a position in Pool Corp in Q1 2024 and held it in 4 quarters.
  • Fidelis Capital Partners's Pool Corp position peaked at $298K in Q1 2024.
  • 737 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on Fidelis Capital Partners's 13F filing for Q1 2025, filed 1 May 2025.