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Summit Wealth Group (Colorado)’s Pool Corp POOL Stock Holding History

Summit Wealth Group (Colorado)’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
-2,948
Closed -$1.05M – 531
2025
Q3 		$1.05M Buy
+2,948
New +$924K 0.11% 156

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

Summit Wealth Group (Colorado)'s POOL Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 2,948 shares — an estimated $1.05M sold.

Summit Wealth Group (Colorado) first reported a position in POOL in Q3 2025 and held it in 1 quarter. The position peaked at $1.05M in Q3 2025. 652 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,948 Pool Corp shares in Q4 2025, an estimated $1.05M.
  • Summit Wealth Group (Colorado) first reported a position in Pool Corp in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Pool Corp position peaked at $1.05M in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.