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Morningstar Investment Management’s Pool Corp POOL Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-4,513
Closed -$1.4M – 435
2025
Q3 		$1.4M Buy
+4,513
New +$1.41M 0.05% 306

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 $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $145B AUM 22.78% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.02T AUM 30.18% 1-Year Est. Return

Morningstar Investment Management's POOL Position: Q4 2025 in Review

Morningstar Investment Management sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 4,513 shares — an estimated $1.4M sold.

Morningstar Investment Management first reported a position in POOL in Q3 2025 and held it in 1 quarter. The position peaked at $1.4M in Q3 2025. 649 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • Morningstar Investment Management reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 4,513 Pool Corp shares in Q4 2025, an estimated $1.4M.
  • Morningstar Investment Management first reported a position in Pool Corp in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Pool Corp position peaked at $1.4M in Q3 2025.
  • 649 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.