Polen Capital Management
POOL icon

Polen Capital Management’s Pool Corp POOL Stock Holding History

Polen 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
Q2 		– Sell
-5,617
Closed -$1.79M – 261
2025
Q1 		$1.79M Sell
5,617
-345
-6% -$117K 0.01% 87
2024
Q4 		$2.03M Buy
5,962
+2,290
+62% +$835K 0.01% 88
2024
Q3 		$1.38M Buy
3,672
+187
+5% +$64.7K ﹤0.01% 96
2024
Q2 		$1.07M Buy
3,485
+189
+6% +$68.4K ﹤0.01% 98
2024
Q1 		$1.33M Sell
3,296
-99
-3% -$38.7K ﹤0.01% 95
2023
Q4 		$1.35M Buy
+3,395
New +$1.19M ﹤0.01% 103
2020
Q4 		– Sell
-14,250
Closed -$4.77M – 75
2020
Q3 		$4.77M Buy
14,250
+2,279
+19% +$705K 0.01% 51
2020
Q2 		$3.25M Buy
11,971
+1,079
+10% +$250K 0.01% 48
2020
Q1 		$2.14M Sell
10,892
-817
-7% -$174K 0.01% 38
2019
Q4 		$2.49M Buy
11,709
+1,587
+16% +$328K 0.01% 35
2019
Q3 		$2.04M Buy
10,122
+115
+1% +$22.2K 0.01% 32
2019
Q2 		$1.91M Buy
10,007
+719
+8% +$130K 0.01% 32
2019
Q1 		$1.53M Buy
9,288
+611
+7% +$94.8K 0.01% 32
2018
Q4 		$1.29M Buy
8,677
+2,761
+47% +$413K 0.01% 32
2018
Q3 		$987K Buy
5,916
+490
+9% +$79.3K 0.01% 33
2018
Q2 		$822K Buy
5,426
+591
+12% +$86.7K 0.01% 30
2018
Q1 		$707K Buy
4,835
+1,440
+42% +$198K 0.01% 31
2017
Q4 		$440K Buy
3,395
+1,482
+77% +$180K ﹤0.01% 33
2017
Q3 		$207K Buy
+1,913
New +$207K ﹤0.01% 34

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Polen Capital Management's POOL Position: Q2 2025 in Review

Polen Capital Management sold out of Pool Corp (POOL) in Q2 2025, closing a stake of 5,617 shares — an estimated $1.79M sold.

Polen Capital Management first reported a position in POOL in Q3 2017 and held it in 19 quarters. The position peaked at $4.77M in Q3 2020. 721 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

  • Polen Capital Management reported no remaining Pool Corp position as of Q2 2025 after selling out during the quarter.
  • Polen Capital Management sold 5,617 Pool Corp shares in Q2 2025, an estimated $1.79M.
  • Polen Capital Management first reported a position in Pool Corp in Q3 2017 and held it in 19 quarters.
  • Polen Capital Management's Pool Corp position peaked at $4.77M in Q3 2020.
  • 721 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on Polen Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.