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Mowery & Schoenfeld Wealth Management’s Pool Corp POOL Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-6
Closed -$2.05K – 540
2024
Q4 		$2.05K Buy
+6
New +$2.19K ﹤0.01% 398

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's POOL Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 6 shares — an estimated $2.05K sold.

Mowery & Schoenfeld Wealth Management first reported a position in POOL in Q4 2024 and held it in 1 quarter. The position peaked at $2.05K in Q4 2024. 735 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 6 Pool Corp shares in Q1 2025, an estimated $2.05K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Pool Corp in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Pool Corp position peaked at $2.05K in Q4 2024.
  • 735 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.