SWP
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Stratos Wealth Partners’s Pool Corp POOL Stock Holding History

Stratos Wealth Partners’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
-8,706
Closed -$2.7M – 1642
2025
Q3 		$2.7M Buy
8,706
+1,515
+21% +$475K 0.03% 455
2025
Q2 		$2.1M Buy
7,191
+483
+7% +$146K 0.03% 480
2025
Q1 		$2.14M Buy
6,708
+697
+12% +$236K 0.03% 433
2024
Q4 		$2.05M Buy
6,011
+424
+8% +$155K 0.03% 467
2024
Q3 		$2.11M Buy
5,587
+446
+9% +$154K 0.03% 452
2024
Q2 		$1.58M Buy
5,141
+402
+8% +$146K 0.03% 504
2024
Q1 		$1.91M Buy
4,739
+528
+13% +$206K 0.03% 450
2023
Q4 		$1.68M Buy
4,211
+275
+7% +$96.4K 0.03% 462
2023
Q3 		$1.4M Buy
3,936
+3,030
+334% +$1.1M 0.03% 459
2023
Q2 		$340K Buy
906
+226
+33% +$77.3K 0.01% 909
2023
Q1 		$233K Sell
680
-11
-2% -$3.9K 0.01% 975
2022
Q4 		$209K Sell
691
-263
-28% -$83.3K 0.01% 1023
2022
Q3 		$304K Buy
954
+63
+7% +$22.5K 0.01% 864
2022
Q2 		$313K Buy
+891
New +$353K 0.01% 911
2018
Q4 		– Sell
-169
Closed -$28K – 2055
2018
Q3 		$28K Buy
+169
New +$27.4K ﹤0.01% 1714
2018
Q2 		– Sell
-79
Closed -$12K – 2151
2018
Q1 		$12K Hold
79
– – ﹤0.01% 2237
2017
Q4 		$10K Buy
+79
New +$9.6K ﹤0.01% 2164

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

Stratos Wealth Partners's POOL Position: Q4 2025 in Review

Stratos Wealth Partners sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 8,706 shares — an estimated $2.7M sold.

Stratos Wealth Partners first reported a position in POOL in Q4 2017 and held it in 17 quarters. The position peaked at $2.7M in Q3 2025. 652 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • Stratos Wealth Partners reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 8,706 Pool Corp shares in Q4 2025, an estimated $2.7M.
  • Stratos Wealth Partners first reported a position in Pool Corp in Q4 2017 and held it in 17 quarters.
  • Stratos Wealth Partners's Pool Corp position peaked at $2.7M in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.