GWM
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Gitterman Wealth Management’s Pool Corp POOL Stock Holding History

Gitterman 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
Q3 		– Sell
-903
Closed -$264K – 282
2025
Q2 		$264K Sell
903
-78
-8% -$23.6K 0.06% 96
2025
Q1 		$313K Sell
981
-146
-13% -$49.5K 0.08% 73
2024
Q4 		$385K Buy
1,127
+390
+53% +$142K 0.16% 52
2024
Q3 		$279K Buy
+737
New +$255K 0.12% 72
2024
Q2 		– Sell
-621
Closed -$251K – 129
2024
Q1 		$251K Buy
621
+52
+9% +$20.3K 0.1% 76
2023
Q4 		$228K Sell
569
-34
-6% -$11.9K 0.1% 72
2023
Q3 		$215K Sell
603
-69
-10% -$25.1K 0.1% 65
2023
Q2 		$252K Sell
672
-132
-16% -$45.1K 0.12% 55
2023
Q1 		$276K Buy
+804
New +$285K 0.13% 39
2022
Q2 		– Sell
-713
Closed -$300K – 98
2022
Q1 		$300K Buy
+713
New +$333K 0.24% 48
2021
Q3 		– Sell
-506
Closed -$232K – 87
2021
Q2 		$232K Buy
+506
New +$213K 0.19% 54

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Gitterman Wealth Management's POOL Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Pool Corp (POOL) in Q3 2025, closing a stake of 903 shares — an estimated $264K sold.

Gitterman Wealth Management first reported a position in POOL in Q2 2021 and held it in 11 quarters. The position peaked at $385K in Q4 2024. 705 funds tracked by Wall St. Rank hold POOL as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Pool Corp position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 903 Pool Corp shares in Q3 2025, an estimated $264K.
  • Gitterman Wealth Management first reported a position in Pool Corp in Q2 2021 and held it in 11 quarters.
  • Gitterman Wealth Management's Pool Corp position peaked at $385K in Q4 2024.
  • 705 funds tracked by Wall St. Rank held Pool Corp as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.