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Stephens Consulting’s Pool Corp POOL Stock Holding History

Stephens Consulting’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 		$687 Buy
+3
New +$780 ﹤0.01% 419
2025
Q3 		– Sell
-6
Closed -$1.75K – 963
2025
Q2 		$1.75K Buy
+6
New +$1.81K ﹤0.01% 524

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 $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stephens Consulting's POOL Position: Q4 2025 in Review

Stephens Consulting opened a new position in Pool Corp (POOL) in Q4 2025: 3 shares worth $687. The stake represents ﹤0.01% of the portfolio and ranks #419 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in POOL as recently as Q2 2025.

Stephens Consulting first reported a position in POOL in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.75K in Q2 2025. 648 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • Stephens Consulting held 3 shares of Pool Corp worth $687 as of Q4 2025.
  • Pool Corp was a new Stephens Consulting position in Q4 2025.
  • Pool Corp made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #419 holding.
  • Stephens Consulting first reported a position in Pool Corp in Q2 2025 and has held it in 2 quarters since.
  • Stephens Consulting's Pool Corp position peaked at $1.75K in Q2 2025.
  • 648 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.