MGWM
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Marks Group Wealth Management’s Pool Corp POOL Stock Holding History

Marks Group 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 		– Sell
-6,824
Closed -$2.12M – 341
2025
Q3 		$2.12M Sell
6,824
-290
-4% -$90.9K 0.2% 118
2025
Q2 		$2.07M Buy
7,114
+185
+3% +$56K 0.19% 120
2025
Q1 		$2.21M Buy
6,929
+419
+6% +$142K 0.21% 114
2024
Q4 		$2.22M Buy
6,510
+424
+7% +$155K 0.22% 112
2024
Q3 		$2.29M Buy
6,086
+458
+8% +$158K 0.22% 114
2024
Q2 		$1.73M Buy
5,628
+294
+6% +$106K 0.18% 134
2024
Q1 		$2.15M Buy
5,334
+300
+6% +$117K 0.23% 117
2023
Q4 		$2.01M Sell
5,034
-17
-0.3% -$5.96K 0.23% 125
2023
Q3 		$1.8M Buy
5,051
+97
+2% +$35.3K 0.22% 129
2023
Q2 		$1.86M Buy
4,954
+38
+0.8% +$13K 0.22% 129
2023
Q1 		$1.68M Buy
4,916
+102
+2% +$36.2K 0.22% 128
2022
Q4 		$1.46M Buy
4,814
+142
+3% +$45K 0.2% 129
2022
Q3 		$1.49M Buy
4,672
+150
+3% +$53.5K 0.23% 125
2022
Q2 		$1.59M Buy
4,522
+141
+3% +$55.9K 0.23% 122
2022
Q1 		$1.85M Buy
4,381
+316
+8% +$148K 0.23% 110
2021
Q4 		$2.32M Buy
4,065
+70
+2% +$36.7K 0.28% 110
2021
Q3 		$1.72M Buy
3,995
+1,674
+72% +$793K 0.23% 116
2021
Q2 		$1M Buy
2,321
+1
+0% +$421 0.14% 141
2021
Q1 		$770K Buy
2,320
+100
+5% +$34.8K 0.11% 149
2020
Q4 		$827K Buy
2,220
+75
+3% +$26.2K 0.13% 147
2020
Q3 		$718K Buy
2,145
+99
+5% +$30.6K 0.13% 147
2020
Q2 		$582K Buy
+2,046
New +$474K 0.12% 146

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Marks Group Wealth Management's POOL Position: Q4 2025 in Review

Marks Group Wealth Management sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 6,824 shares — an estimated $2.12M sold.

Marks Group Wealth Management first reported a position in POOL in Q2 2020 and held it in 22 quarters. The position peaked at $2.32M in Q4 2021. 651 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • Marks Group Wealth Management reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 6,824 Pool Corp shares in Q4 2025, an estimated $2.12M.
  • Marks Group Wealth Management first reported a position in Pool Corp in Q2 2020 and held it in 22 quarters.
  • Marks Group Wealth Management's Pool Corp position peaked at $2.32M in Q4 2021.
  • 651 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Marks Group Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.