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

Private Wealth Management Group’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
Q4 		– Sell
-7
Closed -$2.17K – 1521
2025
Q3 		$2.17K Sell
7
-2
-22% -$627 ﹤0.01% 1090
2025
Q2 		$2.62K Buy
9
+5
+125% +$1.51K ﹤0.01% 993
2025
Q1 		$1.27K Hold
4
– – ﹤0.01% 1202
2024
Q4 		$1.36K Hold
4
– – ﹤0.01% 1215
2024
Q3 		$1.51K Hold
4
– – ﹤0.01% 1171
2024
Q2 		$1.23K Buy
+4
New +$1.45K ﹤0.01% 1217

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Private Wealth Management Group's POOL Position: Q4 2025 in Review

Private Wealth Management Group sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 7 shares — an estimated $2.17K sold.

Private Wealth Management Group first reported a position in POOL in Q2 2024 and held it in 6 quarters. The position peaked at $2.62K in Q2 2025. 648 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • Private Wealth Management Group reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 7 Pool Corp shares in Q4 2025, an estimated $2.17K.
  • Private Wealth Management Group first reported a position in Pool Corp in Q2 2024 and held it in 6 quarters.
  • Private Wealth Management Group's Pool Corp position peaked at $2.62K in Q2 2025.
  • 648 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.