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Lowe Wealth Advisors’s Pool Corp POOL Stock Holding History

Lowe Wealth Advisors’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
-5
Closed -$1.59K – 370
2025
Q1 		$1.59K Sell
5
-5
-50% -$1.7K ﹤0.01% 336
2024
Q4 		$3.41K Buy
+10
New +$3.64K ﹤0.01% 303

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

Lowe Wealth Advisors's POOL Position: Q2 2025 in Review

Lowe Wealth Advisors sold out of Pool Corp (POOL) in Q2 2025, closing a stake of 5 shares — an estimated $1.59K sold.

Lowe Wealth Advisors first reported a position in POOL in Q4 2024 and held it in 2 quarters. The position peaked at $3.41K in Q4 2024. 719 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

  • Lowe Wealth Advisors reported no remaining Pool Corp position as of Q2 2025 after selling out during the quarter.
  • Lowe Wealth Advisors sold 5 Pool Corp shares in Q2 2025, an estimated $1.59K.
  • Lowe Wealth Advisors first reported a position in Pool Corp in Q4 2024 and held it in 2 quarters.
  • Lowe Wealth Advisors's Pool Corp position peaked at $3.41K in Q4 2024.
  • 719 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on Lowe Wealth Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.