KWM
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Kingsview Wealth Management’s Pool Corp POOL Stock Holding History

Kingsview 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 		– Sell
-7,540
Closed -$2.4M – 1210
2025
Q1 		$2.4M Buy
+7,540
New +$2.56M 0.05% 353
2023
Q2 		– Sell
-713
Closed -$244K – 964
2023
Q1 		$244K Sell
713
-150
-17% -$53.2K 0.01% 780
2022
Q4 		$261K Sell
863
-2,678
-76% -$848K 0.01% 711
2022
Q3 		$1.13M Sell
3,541
-172
-5% -$61.4K 0.05% 308
2022
Q2 		$1.3M Buy
3,713
+861
+30% +$341K 0.06% 298
2022
Q1 		$1.21M Sell
2,852
-660
-19% -$308K 0.05% 334
2021
Q4 		$1.99M Sell
3,512
-89
-2% -$46.7K 0.08% 247
2021
Q3 		$1.56M Sell
3,601
-425
-11% -$201K 0.07% 274
2021
Q2 		$1.86M Buy
4,026
+103
+3% +$43.4K 0.09% 235
2021
Q1 		$1.38M Buy
3,923
+600
+18% +$209K 0.08% 263
2020
Q4 		$1.24M Buy
3,323
+48
+1% +$16.7K 0.09% 231
2020
Q3 		$1.09M Buy
3,275
+254
+8% +$78.6K 0.1% 209
2020
Q2 		$821K Buy
3,021
+19
+0.6% +$4.4K 0.08% 239
2020
Q1 		$591K Buy
3,002
+293
+11% +$62.4K 0.08% 245
2019
Q4 		$575K Buy
+2,709
New +$559K 0.07% 256

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Kingsview Wealth Management's POOL Position: Q2 2025 in Review

Kingsview Wealth Management sold out of Pool Corp (POOL) in Q2 2025, closing a stake of 7,540 shares — an estimated $2.4M sold.

Kingsview Wealth Management first reported a position in POOL in Q4 2019 and held it in 15 quarters. The position peaked at $2.4M in Q1 2025. 721 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

  • Kingsview Wealth Management reported no remaining Pool Corp position as of Q2 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 7,540 Pool Corp shares in Q2 2025, an estimated $2.4M.
  • Kingsview Wealth Management first reported a position in Pool Corp in Q4 2019 and held it in 15 quarters.
  • Kingsview Wealth Management's Pool Corp position peaked at $2.4M in Q1 2025.
  • 721 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on Kingsview Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.