Roberts Capital Advisors’s Pool Corp POOL Stock Holding History

Roberts Capital 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 Q1	–	Sell	-1,406	Closed	-$479K	–	98
2024 Q4	$479K	Hold	1,406	–	–	0.4%	58
2024 Q3	$530K	Hold	1,406	–	–	0.45%	59
2024 Q2	$567K	Hold	1,406	–	–	0.54%	55
2024 Q1	$567K	Buy	+1,406	New	+$550K	0.54%	55
2022 Q3	$480K	Hold	1,508	–	–	0.7%	43
2022 Q2	$530K	Hold	1,508	–	–	0.73%	43
2022 Q1	$638K	Hold	1,508	–	–	0.66%	49
2021 Q4	$854K	Buy	+1,508	New	+$790K	0.8%	43

Other funds holding POOL

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

BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Roberts Capital Advisors's POOL Position: Q1 2025 in Review

Roberts Capital Advisors sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 1,406 shares — an estimated $479K sold.

Roberts Capital Advisors first reported a position in POOL in Q4 2021 and held it in 8 quarters. The position peaked at $854K in Q4 2021. 737 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

Roberts Capital Advisors reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
Roberts Capital Advisors sold 1,406 Pool Corp shares in Q1 2025, an estimated $479K.
Roberts Capital Advisors first reported a position in Pool Corp in Q4 2021 and held it in 8 quarters.
Roberts Capital Advisors's Pool Corp position peaked at $854K in Q4 2021.
737 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on Roberts Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.