FORA Capital’s Pool Corp POOL Stock Holding History

FORA Capital’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 Q3	–	Sell	-2,673	Closed	-$779K	–	632
2025 Q2	$779K	Buy	+2,673	New	+$808K	0.09%	258
2024 Q3	–	Sell	-1,226	Closed	-$377K	–	539
2024 Q2	$377K	Sell	1,226 -4,678	-79%	-$1.69M	0.05%	320
2024 Q1	$2.38M	Sell	5,904 -273	-4%	-$107K	0.2%	139
2023 Q4	$2.46M	Buy	+6,177	New	+$2.17M	0.21%	132
2023 Q2	–	Sell	-4,777	Closed	-$1.64M	–	564
2023 Q1	$1.64M	Buy	4,777 +3,724	+354%	+$1.32M	0.16%	180
2022 Q4	$318K	Buy	+1,053	New	+$334K	0.05%	346
2022 Q3	–	Sell	-3,714	Closed	-$1.3M	–	531
2022 Q2	$1.3M	Sell	3,714 -290	-7%	-$115K	0.26%	124
2022 Q1	$1.8M	Buy	+4,004	New	+$1.87M	0.32%	86
2021 Q4	–	Sell	-1,366	Closed	-$593K	–	429
2021 Q3	$593K	Buy	1,366 +237	+21%	+$112K	0.15%	176
2021 Q2	$518K	Buy	+1,129	New	+$475K	0.1%	247

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FORA Capital's POOL Position: Q3 2025 in Review

FORA Capital sold out of Pool Corp (POOL) in Q3 2025, closing a stake of 2,673 shares — an estimated $779K sold.

FORA Capital first reported a position in POOL in Q2 2021 and held it in 10 quarters. The position peaked at $2.46M in Q4 2023. 708 funds tracked by Wall St. Rank hold POOL as of Q3 2025.

FORA Capital reported no remaining Pool Corp position as of Q3 2025 after selling out during the quarter.
FORA Capital sold 2,673 Pool Corp shares in Q3 2025, an estimated $779K.
FORA Capital first reported a position in Pool Corp in Q2 2021 and held it in 10 quarters.
FORA Capital's Pool Corp position peaked at $2.46M in Q4 2023.
708 funds tracked by Wall St. Rank held Pool Corp as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.