NAS
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Nicolet Advisory Services’s Pool Corp POOL Stock Holding History

Nicolet Advisory Services’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 		$308K Sell
1,191
-875
-42% -$228K 0.02% 320
2025
Q3 		$622K Buy
2,066
+104
+5% +$32.6K 0.05% 200
2025
Q2 		$606K Buy
1,962
+317
+19% +$95.9K 0.05% 185
2025
Q1 		$502K Sell
1,645
-21
-1% -$7.12K 0.05% 190
2024
Q4 		$544K Sell
1,666
-108
-6% -$39.4K 0.05% 184
2024
Q3 		$659K Buy
1,774
+108
+6% +$37.4K 0.06% 163
2024
Q2 		$498K Buy
1,666
+303
+22% +$110K 0.05% 196
2024
Q1 		$545K Buy
1,363
+384
+39% +$150K 0.06% 163
2023
Q4 		$370K Buy
979
+175
+22% +$61.4K 0.04% 211
2023
Q3 		$272K Buy
804
+128
+19% +$46.6K 0.03% 241
2023
Q2 		$246K Buy
+676
New +$231K 0.03% 263

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nicolet Advisory Services's POOL Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Pool Corp (POOL) stake by 42% in Q4 2025, selling an estimated $228K and leaving 1,191 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #320.

Nicolet Advisory Services first reported a position in POOL in Q2 2023 and has held it in 11 quarters since. The position peaked at $659K in Q3 2024. 649 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • Nicolet Advisory Services held 1,191 shares of Pool Corp worth $308K as of Q4 2025.
  • Nicolet Advisory Services sold 875 Pool Corp shares in Q4 2025, an estimated $228K.
  • Pool Corp made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #320 holding.
  • Nicolet Advisory Services first reported a position in Pool Corp in Q2 2023 and has held it in 11 quarters since.
  • Nicolet Advisory Services's Pool Corp position peaked at $659K in Q3 2024.
  • 649 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.