FourThought Financial Partners’s Pool Corp POOL Stock Holding History

FourThought Financial 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 Q4	–	Sell	-1,472	Closed	-$457K	–	601
2025 Q3	$457K	Buy	1,472 +747	+103%	+$234K	0.04%	203
2025 Q2	$211K	Buy	725 +1	+0.1%	+$302	0.02%	286
2025 Q1	$231K	Buy	724 +1	+0.1%	+$339	0.02%	283
2024 Q4	$247K	Buy	+723	New	+$263K	0.03%	274
2024 Q2	–	Sell	-794	Closed	-$320K	–	293
2024 Q1	$320K	Hold	794	–	–	0.04%	244
2023 Q4	$316K	Buy	794 +1	+0.1%	+$351	0.04%	236
2023 Q3	$283K	Buy	793 +1	+0.1%	+$364	0.04%	242
2023 Q2	$297K	Buy	+792	New	+$271K	0.04%	251

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FourThought Financial Partners's POOL Position: Q4 2025 in Review

FourThought Financial Partners sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 1,472 shares — an estimated $457K sold.

FourThought Financial Partners first reported a position in POOL in Q2 2023 and held it in 8 quarters. The position peaked at $457K in Q3 2025. 650 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

FourThought Financial Partners reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
FourThought Financial Partners sold 1,472 Pool Corp shares in Q4 2025, an estimated $457K.
FourThought Financial Partners first reported a position in Pool Corp in Q2 2023 and held it in 8 quarters.
FourThought Financial Partners's Pool Corp position peaked at $457K in Q3 2025.
650 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on FourThought Financial Partners's 13F filing for Q4 2025, filed 6 Feb 2026.