OWA
POOL icon

One Wealth Advisors’s Pool Corp POOL Stock Holding History

One Wealth 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
Q4 		– Sell
-1,856
Closed -$575K – 325
2025
Q3 		$575K Sell
1,856
-44
-2% -$13.8K 0.07% 151
2025
Q2 		$554K Sell
1,900
-10
-0.5% -$3.02K 0.08% 146
2025
Q1 		$608K Buy
1,910
+398
+26% +$135K 0.09% 131
2024
Q4 		$516K Sell
1,512
-309
-17% -$113K 0.08% 116
2024
Q3 		$686K Sell
1,821
-15
-0.8% -$5.19K 0.11% 101
2024
Q2 		$641K Buy
1,836
+13
+0.7% +$4.71K 0.14% 83
2024
Q1 		$736K Buy
1,823
+391
+27% +$153K 0.13% 93
2023
Q4 		$571K Buy
1,432
+7
+0.5% +$2.45K 0.11% 97
2023
Q3 		$507K Hold
1,425
– – 0.11% 95
2023
Q2 		$534K Sell
1,425
-6
-0.4% -$2.05K 0.11% 96
2023
Q1 		$490K Buy
1,431
+1,269
+783% +$450K 0.11% 103
2022
Q4 		$49K Sell
162
-782
-83% -$248K 0.01% 415
2022
Q3 		$300K Buy
944
+2
+0.2% +$714 0.1% 116
2022
Q2 		$331K Buy
+942
New +$374K 0.09% 121
2019
Q2 		– Sell
-484
Closed -$80K – 386
2019
Q1 		$80K Buy
+484
New +$75.1K 0.07% 197
2018
Q4 		– Sell
-790
Closed -$132K – 380
2018
Q3 		$132K Sell
790
-142
-15% -$23K 0.1% 162
2018
Q2 		$141K Buy
932
+98
+12% +$14.4K 0.11% 157
2018
Q1 		$122K Sell
834
-108
-11% -$14.9K 0.11% 153
2017
Q4 		$122K Buy
+942
New +$114K 0.1% 171

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

One Wealth Advisors's POOL Position: Q4 2025 in Review

One Wealth Advisors sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 1,856 shares — an estimated $575K sold.

One Wealth Advisors first reported a position in POOL in Q4 2017 and held it in 19 quarters. The position peaked at $736K in Q1 2024. 651 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • One Wealth Advisors reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
  • One Wealth Advisors sold 1,856 Pool Corp shares in Q4 2025, an estimated $575K.
  • One Wealth Advisors first reported a position in Pool Corp in Q4 2017 and held it in 19 quarters.
  • One Wealth Advisors's Pool Corp position peaked at $736K in Q1 2024.
  • 651 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on One Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.