MFG Wealth Management’s Pool Corp POOL Stock Holding History

MFG 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	-2,894	Closed	-$921K	–	62
2025 Q1	$921K	Buy	+2,894	New	+$982K	0.88%	52

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MFG Wealth Management's POOL Position: Q2 2025 in Review

MFG Wealth Management sold out of Pool Corp (POOL) in Q2 2025, closing a stake of 2,894 shares — an estimated $921K sold.

MFG Wealth Management first reported a position in POOL in Q1 2025 and held it in 1 quarter. The position peaked at $921K in Q1 2025. 719 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

MFG Wealth Management reported no remaining Pool Corp position as of Q2 2025 after selling out during the quarter.
MFG Wealth Management sold 2,894 Pool Corp shares in Q2 2025, an estimated $921K.
MFG Wealth Management first reported a position in Pool Corp in Q1 2025 and held it in 1 quarter.
MFG Wealth Management's Pool Corp position peaked at $921K in Q1 2025.
719 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on MFG Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.