KIM
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Kestra Investment Management’s Pool Corp POOL Stock Holding History

Kestra Investment 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
Q1 		– Sell
-2
Closed -$686 – 1282
2024
Q4 		$686 Buy
+2
New +$729 ﹤0.01% 1119

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Kestra Investment Management's POOL Position: Q1 2025 in Review

Kestra Investment Management sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 2 shares — an estimated $686 sold.

Kestra Investment Management first reported a position in POOL in Q4 2024 and held it in 1 quarter. The position peaked at $686 in Q4 2024. 735 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

  • Kestra Investment Management reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 2 Pool Corp shares in Q1 2025, an estimated $686.
  • Kestra Investment Management first reported a position in Pool Corp in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Pool Corp position peaked at $686 in Q4 2024.
  • 735 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.