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Institute for Wealth Management’s Pool Corp POOL Stock Holding History

Institute for 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
-998
Closed -$291K – 598
2025
Q2 		$291K Hold
998
– – 0.03% 444
2025
Q1 		$318K Hold
998
– – 0.04% 400
2024
Q4 		$340K Buy
998
+184
+23% +$67.1K 0.04% 371
2024
Q3 		$307K Buy
+814
New +$282K 0.04% 411

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's POOL Position: Q3 2025 in Review

Institute for Wealth Management sold out of Pool Corp (POOL) in Q3 2025, closing a stake of 998 shares — an estimated $291K sold.

Institute for Wealth Management first reported a position in POOL in Q3 2024 and held it in 4 quarters. The position peaked at $340K in Q4 2024. 708 funds tracked by Wall St. Rank hold POOL as of Q3 2025.

  • Institute for Wealth Management reported no remaining Pool Corp position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 998 Pool Corp shares in Q3 2025, an estimated $291K.
  • Institute for Wealth Management first reported a position in Pool Corp in Q3 2024 and held it in 4 quarters.
  • Institute for Wealth Management's Pool Corp position peaked at $340K in Q4 2024.
  • 708 funds tracked by Wall St. Rank held Pool Corp as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.