OPS
POOL icon

Orion Portfolio Solutions’s Pool Corp POOL Stock Holding History

Orion Portfolio Solutions’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 		$4.44M Sell
13,954
-95
-0.7% -$32.2K 0.04% 380
2024
Q4 		$4.79M Sell
14,049
-777
-5% -$283K 0.05% 340
2024
Q3 		$5.59M Sell
14,826
-1,149
-7% -$397K 0.06% 310
2024
Q2 		$4.91M Sell
15,975
-1,087
-6% -$394K 0.05% 312
2024
Q1 		$6.88M Sell
17,062
-782
-4% -$306K 0.07% 255
2023
Q4 		$6.81M Buy
17,844
+709
+4% +$249K 0.08% 242
2023
Q3 		$6.1M Sell
17,135
-916
-5% -$333K 0.07% 257
2023
Q2 		$6.76M Sell
18,051
-1,653
-8% -$565K 0.07% 260
2023
Q1 		$6.75M Buy
+19,704
New +$6.99M 0.08% 214
2020
Q3 		– Sell
-31
Closed -$8K – 1613
2020
Q2 		$8K Buy
31
+19
+158% +$4.4K ﹤0.01% 1296
2020
Q1 		$2K Buy
12
+2
+20% +$426 ﹤0.01% 1612
2019
Q4 		$2K Buy
+10
New +$2.06K ﹤0.01% 1542

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Orion Portfolio Solutions's POOL Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Pool Corp (POOL) stake by 0.68% in Q1 2025, selling an estimated $32.2K and leaving 13,954 shares worth $4.44M. The position accounts for 0.04% of the portfolio, ranked #380.

Orion Portfolio Solutions first reported a position in POOL in Q4 2019 and has held it in 12 quarters since. The position peaked at $6.88M in Q1 2024. 736 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

  • Orion Portfolio Solutions held 13,954 shares of Pool Corp worth $4.44M as of Q1 2025.
  • Orion Portfolio Solutions sold 95 Pool Corp shares in Q1 2025, an estimated $32.2K.
  • Pool Corp made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #380 holding.
  • Orion Portfolio Solutions first reported a position in Pool Corp in Q4 2019 and has held it in 12 quarters since.
  • Orion Portfolio Solutions's Pool Corp position peaked at $6.88M in Q1 2024.
  • 736 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

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