Steph & Co’s Pool Corp POOL Stock Holding History

Steph & Co’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	-190	Closed	-$58.9K	–	335
2025 Q3	$58.9K	Buy	190 +21	+12%	+$6.58K	0.02%	181
2025 Q2	$49.3K	Buy	+169	New	+$51.1K	0.02%	188

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Steph & Co's POOL Position: Q4 2025 in Review

Steph & Co sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 190 shares — an estimated $58.9K sold.

Steph & Co first reported a position in POOL in Q2 2025 and held it in 2 quarters. The position peaked at $58.9K in Q3 2025. 651 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

Steph & Co reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
Steph & Co sold 190 Pool Corp shares in Q4 2025, an estimated $58.9K.
Steph & Co first reported a position in Pool Corp in Q2 2025 and held it in 2 quarters.
Steph & Co's Pool Corp position peaked at $58.9K in Q3 2025.
651 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Steph & Co's 13F filing for Q4 2025, filed 23 Jan 2026.