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Hamilton Point Investment Advisors’s Pool Corp POOL Stock Holding History

Hamilton Point Investment 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
Q3 		– Sell
-13,883
Closed -$4.05M – 167
2025
Q2 		$4.05M Sell
13,883
-640
-4% -$194K 0.67% 54
2025
Q1 		$4.62M Buy
14,523
+374
+3% +$127K 0.83% 45
2024
Q4 		$4.82M Buy
14,149
+1,439
+11% +$524K 0.85% 43
2024
Q3 		$4.79M Sell
12,710
-1,207
-9% -$418K 0.85% 49
2024
Q2 		$4.28M Buy
13,917
+412
+3% +$149K 0.81% 50
2024
Q1 		$5.45M Sell
13,505
-394
-3% -$154K 1.04% 41
2023
Q4 		$5.54M Buy
13,899
+175
+1% +$61.4K 1.11% 35
2023
Q3 		$4.89M Sell
13,724
-244
-2% -$88.8K 1.21% 38
2023
Q2 		$5.23M Sell
13,968
-1,015
-7% -$347K 1.25% 33
2023
Q1 		$5.13M Buy
14,983
+592
+4% +$210K 1.24% 34
2022
Q4 		$4.35M Sell
14,391
-173
-1% -$54.8K 1.2% 39
2022
Q3 		$4.63M Sell
14,564
-16
-0.1% -$5.71K 1.41% 32
2022
Q2 		$5.12M Buy
14,580
+444
+3% +$176K 1.49% 29
2022
Q1 		$5.98M Buy
+14,136
New +$6.6M 1.54% 28

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Hamilton Point Investment Advisors's POOL Position: Q3 2025 in Review

Hamilton Point Investment Advisors sold out of Pool Corp (POOL) in Q3 2025, closing a stake of 13,883 shares — an estimated $4.05M sold.

Hamilton Point Investment Advisors first reported a position in POOL in Q1 2022 and held it in 14 quarters. The position peaked at $5.98M in Q1 2022. 708 funds tracked by Wall St. Rank hold POOL as of Q3 2025.

  • Hamilton Point Investment Advisors reported no remaining Pool Corp position as of Q3 2025 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 13,883 Pool Corp shares in Q3 2025, an estimated $4.05M.
  • Hamilton Point Investment Advisors first reported a position in Pool Corp in Q1 2022 and held it in 14 quarters.
  • Hamilton Point Investment Advisors's Pool Corp position peaked at $5.98M in Q1 2022.
  • 708 funds tracked by Wall St. Rank held Pool Corp as of Q3 2025.

Based on Hamilton Point Investment Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.