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Rise Advisors’s Pool Corp POOL Stock Holding History

Rise Advisors’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
-28
Closed -$8.6K – 1090
2025
Q3 		$8.6K Hold
28
– – ﹤0.01% 1059
2025
Q2 		$8.06K Hold
28
– – ﹤0.01% 1083
2025
Q1 		$8.77K Sell
28
-7
-20% -$2.38K ﹤0.01% 1069
2024
Q4 		$12.1K Hold
35
– – 0.01% 929
2024
Q3 		$13.3K Hold
35
– – 0.01% 925
2024
Q2 		$10.8K Hold
35
– – 0.01% 986
2024
Q1 		$14.2K Buy
+35
New +$13.7K 0.01% 884

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Rise Advisors's POOL Position: Q4 2025 in Review

Rise Advisors sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 28 shares — an estimated $8.6K sold.

Rise Advisors first reported a position in POOL in Q1 2024 and held it in 7 quarters. The position peaked at $14.2K in Q1 2024. 652 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • Rise Advisors reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 28 Pool Corp shares in Q4 2025, an estimated $8.6K.
  • Rise Advisors first reported a position in Pool Corp in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Pool Corp position peaked at $14.2K in Q1 2024.
  • 652 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.