NERM
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New England Research & Management’s Pool Corp POOL Stock Holding History

New England Research & 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
Q3 		– Sell
-1,050
Closed -$306K – 171
2025
Q2 		$306K Buy
+1,050
New +$318K 0.15% 131

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 $3.37T AUM 44.26% 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

New England Research & Management's POOL Position: Q3 2025 in Review

New England Research & Management sold out of Pool Corp (POOL) in Q3 2025, closing a stake of 1,050 shares — an estimated $306K sold.

New England Research & Management first reported a position in POOL in Q2 2025 and held it in 1 quarter. The position peaked at $306K in Q2 2025. 708 funds tracked by Wall St. Rank hold POOL as of Q3 2025.

  • New England Research & Management reported no remaining Pool Corp position as of Q3 2025 after selling out during the quarter.
  • New England Research & Management sold 1,050 Pool Corp shares in Q3 2025, an estimated $306K.
  • New England Research & Management first reported a position in Pool Corp in Q2 2025 and held it in 1 quarter.
  • New England Research & Management's Pool Corp position peaked at $306K in Q2 2025.
  • 708 funds tracked by Wall St. Rank held Pool Corp as of Q3 2025.

Based on New England Research & Management's 13F filing for Q3 2025, filed 6 Oct 2025.