IHWM
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Iron Horse Wealth Management’s Pool Corp POOL Stock Holding History

Iron Horse 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
Q2 		$1.46K Hold
5
– – ﹤0.01% 496
2025
Q1 		$1.59K Buy
+5
New +$1.7K ﹤0.01% 477

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Iron Horse Wealth Management's POOL Position: Q2 2025 in Review

Iron Horse Wealth Management held its Pool Corp (POOL) position steady in Q2 2025 at 5 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Iron Horse Wealth Management first reported a position in POOL in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.59K in Q1 2025. 719 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

  • Iron Horse Wealth Management held 5 shares of Pool Corp worth $1.46K as of Q2 2025.
  • Iron Horse Wealth Management left its Pool Corp share count unchanged in Q2 2025.
  • Pool Corp made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #496 holding.
  • Iron Horse Wealth Management first reported a position in Pool Corp in Q1 2025 and has held it in 2 quarters since.
  • Iron Horse Wealth Management's Pool Corp position peaked at $1.59K in Q1 2025.
  • 719 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.