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Marshall & Sterling Wealth Advisors’s Pool Corp POOL Stock Holding History

Marshall & Sterling 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
Q4 		– Sell
-40
Closed -$12.4K – 553
2025
Q3 		$12.4K Hold
40
– – 0.01% 313
2025
Q2 		$11.7K Hold
40
– – 0.01% 307
2025
Q1 		$12.7K Buy
+40
New +$13.6K 0.01% 291

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 $3.38T AUM 44.17% 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

Marshall & Sterling Wealth Advisors's POOL Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 40 shares — an estimated $12.4K sold.

Marshall & Sterling Wealth Advisors first reported a position in POOL in Q1 2025 and held it in 3 quarters. The position peaked at $12.7K in Q1 2025. 652 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 40 Pool Corp shares in Q4 2025, an estimated $12.4K.
  • Marshall & Sterling Wealth Advisors first reported a position in Pool Corp in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Pool Corp position peaked at $12.7K in Q1 2025.
  • 652 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.