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Private Wealth Asset Management’s Pool Corp POOL Stock Holding History

Private Wealth Asset 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
-10
Closed -$3.18K – 1207
2025
Q1 		$3.18K Buy
+10
New +$3.39K ﹤0.01% 764

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

Private Wealth Asset Management's POOL Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Pool Corp (POOL) in Q2 2025, closing a stake of 10 shares — an estimated $3.18K sold.

Private Wealth Asset Management first reported a position in POOL in Q1 2025 and held it in 1 quarter. The position peaked at $3.18K in Q1 2025. 719 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Pool Corp position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 10 Pool Corp shares in Q2 2025, an estimated $3.18K.
  • Private Wealth Asset Management first reported a position in Pool Corp in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Pool Corp position peaked at $3.18K in Q1 2025.
  • 719 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.