HWM
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HighMark Wealth Management’s Pool Corp POOL Stock Holding History

HighMark 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
Q4 		– Sell
-13
Closed -$4.03K – 639
2025
Q3 		$4.03K Hold
13
– – ﹤0.01% 423
2025
Q2 		$3.79K Buy
+13
New +$3.93K ﹤0.01% 429

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

HighMark Wealth Management's POOL Position: Q4 2025 in Review

HighMark Wealth Management sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 13 shares — an estimated $4.03K sold.

HighMark Wealth Management first reported a position in POOL in Q2 2025 and held it in 2 quarters. The position peaked at $4.03K in Q3 2025. 652 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • HighMark Wealth Management reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 13 Pool Corp shares in Q4 2025, an estimated $4.03K.
  • HighMark Wealth Management first reported a position in Pool Corp in Q2 2025 and held it in 2 quarters.
  • HighMark Wealth Management's Pool Corp position peaked at $4.03K in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.