ORG Partners’s Pool Corp POOL Stock Holding History

ORG Partners’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	$10.5K	Sell	46 -3	-6%	-$780	﹤0.01%	985
2025 Q3	$15.2K	Hold	49	–	–	﹤0.01%	867
2025 Q2	$14.9K	Sell	49 -13	-21%	-$3.93K	﹤0.01%	823
2025 Q1	$19.7K	Buy	62 +16	+35%	+$5.43K	﹤0.01%	693
2024 Q4	$15.7K	Sell	46 -9	-16%	-$3.28K	﹤0.01%	805
2024 Q3	$20.7K	Buy	55 +1	+2%	+$346	﹤0.01%	669
2024 Q2	$16.6K	Buy	+54	New	+$19.6K	﹤0.01%	1137
2023 Q4	–	Sell	-54	Closed	-$19.2K	–	1294
2023 Q3	$19.2K	Hold	54	–	–	0.01%	709
2023 Q2	$20K	Buy	+54	New	+$18.5K	﹤0.01%	877

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ORG Partners's POOL Position: Q4 2025 in Review

ORG Partners reduced its Pool Corp (POOL) stake by 6.1% in Q4 2025, selling an estimated $780 and leaving 46 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

ORG Partners first reported a position in POOL in Q2 2023 and has held it in 9 quarters since. The position peaked at $20.7K in Q3 2024. 648 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

ORG Partners held 46 shares of Pool Corp worth $10.5K as of Q4 2025.
ORG Partners sold 3 Pool Corp shares in Q4 2025, an estimated $780.
Pool Corp made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #985 holding.
ORG Partners first reported a position in Pool Corp in Q2 2023 and has held it in 9 quarters since.
ORG Partners's Pool Corp position peaked at $20.7K in Q3 2024.
648 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.