Litman Gregory Wealth Management’s Pool Corp POOL Stock Holding History

Litman Gregory 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	$114K	Sell	500 -10,391	-95%	-$2.7M	0.01%	176
2025 Q3	$3.38M	Sell	10,891 -430	-4%	-$135K	0.25%	53
2025 Q2	$3.3M	Buy	11,321 +599	+6%	+$181K	0.26%	52
2025 Q1	$3.41M	Buy	10,722 +1,260	+13%	+$427K	0.29%	50
2024 Q4	$3.23M	Sell	9,462 -26	-0.3%	-$9.47K	0.28%	46
2024 Q3	$3.58M	Sell	9,488 -151	-2%	-$52.2K	0.3%	45
2024 Q2	$2.96M	Buy	9,639 +288	+3%	+$104K	0.26%	47
2024 Q1	$3.77M	Sell	9,351 -28	-0.3%	-$10.9K	0.34%	46
2023 Q4	$3.74M	Buy	9,379 +1,200	+15%	+$421K	0.35%	47
2023 Q3	$2.91M	Buy	+8,179	New	+$2.98M	0.3%	48

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Litman Gregory Wealth Management's POOL Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its Pool Corp (POOL) stake by 95% in Q4 2025, selling an estimated $2.7M and leaving 500 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #176.

Litman Gregory Wealth Management first reported a position in POOL in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.77M in Q1 2024. 651 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

Litman Gregory Wealth Management held 500 shares of Pool Corp worth $114K as of Q4 2025.
Litman Gregory Wealth Management sold 10,391 Pool Corp shares in Q4 2025, an estimated $2.7M.
Pool Corp made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #176 holding.
Litman Gregory Wealth Management first reported a position in Pool Corp in Q3 2023 and has held it in 10 quarters since.
Litman Gregory Wealth Management's Pool Corp position peaked at $3.77M in Q1 2024.
651 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.