SPC
POOL icon

Sigma Planning Corp’s Pool Corp POOL Stock Holding History

Sigma Planning Corp’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
-2,193
Closed -$680K – 1368
2025
Q3 		$680K Buy
2,193
+278
+15% +$87.1K 0.02% 690
2025
Q2 		$558K Sell
1,915
-212
-10% -$64.1K 0.02% 735
2025
Q1 		$677K Buy
2,127
+107
+5% +$36.3K 0.02% 621
2024
Q4 		$689K Buy
2,020
+167
+9% +$60.9K 0.02% 612
2024
Q3 		$698K Buy
1,853
+280
+18% +$96.9K 0.02% 622
2024
Q2 		$483K Buy
1,573
+179
+13% +$64.8K 0.02% 733
2024
Q1 		$563K Buy
1,394
+753
+117% +$294K 0.02% 720
2023
Q4 		$256K Sell
641
-802
-56% -$281K 0.02% 682
2023
Q3 		$514K Sell
1,443
-118
-8% -$42.9K 0.02% 706
2023
Q2 		$585K Sell
1,561
-196
-11% -$67K 0.02% 670
2023
Q1 		$602K Buy
1,757
+86
+5% +$30.5K 0.02% 726
2022
Q4 		$505K Sell
1,671
-23
-1% -$7.29K 0.02% 760
2022
Q3 		$539K Buy
1,694
+73
+5% +$26K 0.02% 700
2022
Q2 		$569K Buy
1,621
+198
+14% +$78.5K 0.02% 705
2022
Q1 		$602K Buy
1,423
+923
+185% +$431K 0.02% 770
2021
Q4 		$283K Sell
500
-1
-0.2% -$524 0.01% 1111
2021
Q3 		$218K Sell
501
-10
-2% -$4.74K 0.01% 1226
2021
Q2 		$234K Buy
+511
New +$215K 0.01% 1209
2016
Q2 		– Sell
-2,883
Closed -$253K – 747
2016
Q1 		$253K Buy
+2,883
New +$232K 0.03% 514

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 $3.37T AUM 44.26% 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

Sigma Planning Corp's POOL Position: Q4 2025 in Review

Sigma Planning Corp sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 2,193 shares — an estimated $680K sold.

Sigma Planning Corp first reported a position in POOL in Q1 2016 and held it in 19 quarters. The position peaked at $698K in Q3 2024. 652 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • Sigma Planning Corp reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 2,193 Pool Corp shares in Q4 2025, an estimated $680K.
  • Sigma Planning Corp first reported a position in Pool Corp in Q1 2016 and held it in 19 quarters.
  • Sigma Planning Corp's Pool Corp position peaked at $698K in Q3 2024.
  • 652 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.