Orion Capital Management’s Pool Corp POOL Stock Holding History

Orion Capital 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 Q1	–	Sell	-3	Closed	-$1.02K	–	495
2024 Q4	$1.02K	Buy	+3	New	+$1.09K	﹤0.01%	457
2024 Q3	–	Sell	-3	Closed	-$922	–	350
2024 Q2	$922	Hold	3	–	–	﹤0.01%	422
2024 Q1	$1.21K	Hold	3	–	–	﹤0.01%	479
2023 Q4	$1.2K	Hold	3	–	–	﹤0.01%	482
2023 Q3	$1.07K	Buy	+3	New	+$1.09K	﹤0.01%	475
2023 Q2	–	Sell	-14	Closed	-$4.79K	–	357
2023 Q1	$4.79K	Hold	14	–	–	﹤0.01%	402
2022 Q4	$4.23K	Hold	14	–	–	﹤0.01%	355
2022 Q3	$4K	Hold	14	–	–	﹤0.01%	366
2022 Q2	$5K	Hold	14	–	–	﹤0.01%	367
2022 Q1	$6K	Hold	14	–	–	﹤0.01%	364
2021 Q4	$8K	Hold	14	–	–	﹤0.01%	327
2021 Q3	$6K	Buy	+14	New	+$6.64K	﹤0.01%	328

Other funds holding POOL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Orion Capital Management's POOL Position: Q1 2025 in Review

Orion Capital Management sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 3 shares — an estimated $1.02K sold.

Orion Capital Management first reported a position in POOL in Q3 2021 and held it in 12 quarters. The position peaked at $8K in Q4 2021. 737 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

Orion Capital Management reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
Orion Capital Management sold 3 Pool Corp shares in Q1 2025, an estimated $1.02K.
Orion Capital Management first reported a position in Pool Corp in Q3 2021 and held it in 12 quarters.
Orion Capital Management's Pool Corp position peaked at $8K in Q4 2021.
737 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on Orion Capital Management's 13F filing for Q1 2025, filed 14 May 2025.