PUREfi Wealth’s Pool Corp POOL Stock Holding History

PUREfi Wealth’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 Q3	–	Sell	-797	Closed	-$232K	–	173
2025 Q2	$232K	Buy	797 +24	+3%	+$7.26K	0.19%	143
2025 Q1	$246K	Buy	773 +38	+5%	+$12.9K	0.25%	109
2024 Q4	$251K	Buy	+735	New	+$268K	0.25%	124

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PUREfi Wealth's POOL Position: Q3 2025 in Review

PUREfi Wealth sold out of Pool Corp (POOL) in Q3 2025, closing a stake of 797 shares — an estimated $232K sold.

PUREfi Wealth first reported a position in POOL in Q4 2024 and held it in 3 quarters. The position peaked at $251K in Q4 2024. 708 funds tracked by Wall St. Rank hold POOL as of Q3 2025.

PUREfi Wealth reported no remaining Pool Corp position as of Q3 2025 after selling out during the quarter.
PUREfi Wealth sold 797 Pool Corp shares in Q3 2025, an estimated $232K.
PUREfi Wealth first reported a position in Pool Corp in Q4 2024 and held it in 3 quarters.
PUREfi Wealth's Pool Corp position peaked at $251K in Q4 2024.
708 funds tracked by Wall St. Rank held Pool Corp as of Q3 2025.

Based on PUREfi Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.