NWAG
POOL icon

Net Worth Advisory Group’s Pool Corp POOL Stock Holding History

Net Worth Advisory Group’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
Q3 		– Sell
-911
Closed -$265K – 470
2025
Q2 		$265K Buy
911
+35
+4% +$10.6K 0.06% 339
2025
Q1 		$279K Buy
876
+171
+24% +$58K 0.09% 275
2024
Q4 		$240K Buy
705
+3
+0.4% +$1.09K 0.07% 313
2024
Q3 		$264K Buy
+702
New +$243K 0.08% 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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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

Net Worth Advisory Group's POOL Position: Q3 2025 in Review

Net Worth Advisory Group sold out of Pool Corp (POOL) in Q3 2025, closing a stake of 911 shares — an estimated $265K sold.

Net Worth Advisory Group first reported a position in POOL in Q3 2024 and held it in 4 quarters. The position peaked at $279K in Q1 2025. 708 funds tracked by Wall St. Rank hold POOL as of Q3 2025.

  • Net Worth Advisory Group reported no remaining Pool Corp position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 911 Pool Corp shares in Q3 2025, an estimated $265K.
  • Net Worth Advisory Group first reported a position in Pool Corp in Q3 2024 and held it in 4 quarters.
  • Net Worth Advisory Group's Pool Corp position peaked at $279K in Q1 2025.
  • 708 funds tracked by Wall St. Rank held Pool Corp as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.