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Lord & Richards Wealth Management’s Pool Corp POOL Stock Holding History

Lord & Richards 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
-858
Closed -$273K – 133
2025
Q1 		$273K Buy
+858
New +$291K 0.31% 63

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

Lord & Richards Wealth Management's POOL Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Pool Corp (POOL) in Q2 2025, closing a stake of 858 shares — an estimated $273K sold.

Lord & Richards Wealth Management first reported a position in POOL in Q1 2025 and held it in 1 quarter. The position peaked at $273K in Q1 2025. 719 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Pool Corp position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 858 Pool Corp shares in Q2 2025, an estimated $273K.
  • Lord & Richards Wealth Management first reported a position in Pool Corp in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Pool Corp position peaked at $273K in Q1 2025.
  • 719 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.