Heck Capital Advisors’s Pool Corp POOL Stock Holding History

Heck Capital 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 Q1	–	Sell	-51	Closed	-$17.4K	–	645
2024 Q4	$17.4K	Buy	+51	New	+$18.6K	﹤0.01%	491

Other funds holding POOL

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

BlackRock New York $6.73T AUM 46.02% 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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Heck Capital Advisors's POOL Position: Q1 2025 in Review

Heck Capital Advisors sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 51 shares — an estimated $17.4K sold.

Heck Capital Advisors first reported a position in POOL in Q4 2024 and held it in 1 quarter. The position peaked at $17.4K in Q4 2024. 737 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

Heck Capital Advisors reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 51 Pool Corp shares in Q1 2025, an estimated $17.4K.
Heck Capital Advisors first reported a position in Pool Corp in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Pool Corp position peaked at $17.4K in Q4 2024.
737 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.