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Montag & Associates’s Pool Corp POOL Stock Holding History

Montag & Associates’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
-3
Closed -$885 – 1004
2025
Q1 		$885 Hold
3
– – ﹤0.01% 964
2024
Q4 		$948 Hold
3
– – ﹤0.01% 955
2024
Q3 		$1.05K Buy
3
+1
+50% +$346 ﹤0.01% 977
2024
Q2 		$617 Hold
2
– – ﹤0.01% 961
2024
Q1 		$810 Hold
2
– – ﹤0.01% 944
2023
Q4 		$801 Hold
2
– – ﹤0.01% 890
2023
Q3 		$715 Buy
+2
New +$728 ﹤0.01% 881

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

Montag & Associates's POOL Position: Q2 2025 in Review

Montag & Associates sold out of Pool Corp (POOL) in Q2 2025, closing a stake of 3 shares — an estimated $885 sold.

Montag & Associates first reported a position in POOL in Q3 2023 and held it in 7 quarters. The position peaked at $1.05K in Q3 2024. 721 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

  • Montag & Associates reported no remaining Pool Corp position as of Q2 2025 after selling out during the quarter.
  • Montag & Associates sold 3 Pool Corp shares in Q2 2025, an estimated $885.
  • Montag & Associates first reported a position in Pool Corp in Q3 2023 and held it in 7 quarters.
  • Montag & Associates's Pool Corp position peaked at $1.05K in Q3 2024.
  • 721 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on Montag & Associates's 13F filing for Q2 2025, filed 7 Aug 2025.