PWM
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Parkworth Wealth Management’s Pool Corp POOL Stock Holding History

Parkworth Wealth 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
Q2 		$291 Hold
1
– – ﹤0.01% 808
2025
Q1 		$318 Hold
1
– – ﹤0.01% 563
2024
Q4 		$341 Buy
+1
New +$364 ﹤0.01% 555

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Parkworth Wealth Management's POOL Position: Q2 2025 in Review

Parkworth Wealth Management held its Pool Corp (POOL) position steady in Q2 2025 at 1 share worth $291. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Parkworth Wealth Management first reported a position in POOL in Q4 2024 and has held it in 3 quarters since. The position peaked at $341 in Q4 2024. 719 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Pool Corp worth $291 as of Q2 2025.
  • Parkworth Wealth Management left its Pool Corp share count unchanged in Q2 2025.
  • Pool Corp made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #808 holding.
  • Parkworth Wealth Management first reported a position in Pool Corp in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Pool Corp position peaked at $341 in Q4 2024.
  • 719 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.