Midwest Trust’s Pool Corp POOL Stock Holding History

Midwest Trust’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	-10,143	Closed	-$3.15M	–	600
2025 Q3	$3.15M	Sell	10,143 -128	-1%	-$40.1K	0.04%	246
2025 Q2	$2.99M	Buy	+10,271	New	+$3.11M	0.04%	245

Other funds holding POOL

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Midwest Trust's POOL Position: Q4 2025 in Review

Midwest Trust sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 10,143 shares — an estimated $3.15M sold.

Midwest Trust first reported a position in POOL in Q2 2025 and held it in 2 quarters. The position peaked at $3.15M in Q3 2025. 652 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

Midwest Trust reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
Midwest Trust sold 10,143 Pool Corp shares in Q4 2025, an estimated $3.15M.
Midwest Trust first reported a position in Pool Corp in Q2 2025 and held it in 2 quarters.
Midwest Trust's Pool Corp position peaked at $3.15M in Q3 2025.
652 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Midwest Trust's 13F filing for Q4 2025, filed 4 Feb 2026.