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Mutual Advisors’s Pool Corp POOL Stock Holding History

Mutual Advisors’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
-588
Closed -$206K – 1146
2024
Q4 		$206K Sell
588
-107
-15% -$39K 0.01% 1019
2024
Q3 		$262K Buy
695
+2
+0.3% +$692 0.01% 956
2024
Q2 		$256K Sell
693
-46
-6% -$16.7K 0.01% 953
2024
Q1 		$298K Sell
739
-72
-9% -$28.1K 0.01% 868
2023
Q4 		$323K Sell
811
-40
-5% -$14K 0.01% 798
2023
Q3 		$303K Buy
851
+317
+59% +$115K 0.01% 771
2023
Q2 		$200K Buy
+534
New +$183K 0.01% 950

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mutual Advisors's POOL Position: Q1 2025 in Review

Mutual Advisors sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 588 shares — an estimated $206K sold.

Mutual Advisors first reported a position in POOL in Q2 2023 and held it in 7 quarters. The position peaked at $323K in Q4 2023. 737 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

  • Mutual Advisors reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
  • Mutual Advisors sold 588 Pool Corp shares in Q1 2025, an estimated $206K.
  • Mutual Advisors first reported a position in Pool Corp in Q2 2023 and held it in 7 quarters.
  • Mutual Advisors's Pool Corp position peaked at $323K in Q4 2023.
  • 737 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on Mutual Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.