MFA
POOL icon

McClarren Financial Advisors’s Pool Corp POOL Stock Holding History

McClarren Financial 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
-230
Closed -$73K – 238
2025
Q1 		$73K Hold
230
– – 0.05% 119
2024
Q4 		$78K Buy
230
+1
+0.4% +$364 0.22% 61
2024
Q3 		$86K Sell
229
-78
-25% -$27K 0.01% 101
2024
Q2 		$70K Buy
307
+79
+35% +$28.6K 0.05% 124
2024
Q1 		$92K Buy
228
+1
+0.4% +$391 0.07% 107
2023
Q4 		$91K Buy
227
+1
+0.4% +$351 0.07% 117
2023
Q3 		$80K Buy
226
+1
+0.4% +$364 0.07% 118
2023
Q2 		$84K Buy
225
+1
+0.4% +$342 0.07% 118
2023
Q1 		$77K Hold
224
– – 0.07% 118
2022
Q4 		$67K Buy
224
+1
+0.4% +$317 0.06% 125
2022
Q3 		$71K Buy
+223
New +$79.6K 0.07% 107
2022
Q2 		– Sell
-222
Closed -$94K – 205
2022
Q1 		$94K Sell
222
-1
-0.4% -$467 0.07% 90
2021
Q4 		$126K Buy
223
+2
+0.9% +$1.05K 0.09% 83
2021
Q3 		$96K Hold
221
– – 0.07% 80
2021
Q2 		$101K Hold
221
– – 0.08% 77
2021
Q1 		$76K Buy
221
+1
+0.5% +$348 0.07% 93
2020
Q4 		$82K Buy
+220
New +$76.7K 0.08% 81

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

McClarren Financial Advisors's POOL Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Pool Corp (POOL) in Q2 2025, closing a stake of 230 shares — an estimated $73K sold.

McClarren Financial Advisors first reported a position in POOL in Q4 2020 and held it in 17 quarters. The position peaked at $126K in Q4 2021. 721 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Pool Corp position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 230 Pool Corp shares in Q2 2025, an estimated $73K.
  • McClarren Financial Advisors first reported a position in Pool Corp in Q4 2020 and held it in 17 quarters.
  • McClarren Financial Advisors's Pool Corp position peaked at $126K in Q4 2021.
  • 721 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.