TWM
POOL icon

Thrive Wealth Management’s Pool Corp POOL Stock Holding History

Thrive Wealth Management’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
-869
Closed -$269K – 250
2025
Q3 		$269K Sell
869
-88
-9% -$27.6K 0.04% 196
2025
Q2 		$279K Sell
957
-39
-4% -$11.8K 0.05% 185
2025
Q1 		$317K Buy
996
+315
+46% +$107K 0.06% 154
2024
Q4 		$232K Sell
681
-230
-25% -$83.8K 0.04% 181
2024
Q3 		$343K Buy
+911
New +$315K 0.06% 155
2024
Q2 		– Sell
-824
Closed -$333K – 224
2024
Q1 		$333K Buy
824
+64
+8% +$25K 0.07% 149
2023
Q4 		$303K Buy
760
+19
+3% +$6.66K 0.07% 145
2023
Q3 		$264K Buy
741
+3
+0.4% +$1.09K 0.07% 136
2023
Q2 		$277K Buy
738
+83
+13% +$28.4K 0.07% 139
2023
Q1 		$224K Buy
+655
New +$232K 0.06% 153

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

Thrive Wealth Management's POOL Position: Q4 2025 in Review

Thrive Wealth Management sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 869 shares — an estimated $269K sold.

Thrive Wealth Management first reported a position in POOL in Q1 2023 and held it in 10 quarters. The position peaked at $343K in Q3 2024. 651 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • Thrive Wealth Management reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
  • Thrive Wealth Management sold 869 Pool Corp shares in Q4 2025, an estimated $269K.
  • Thrive Wealth Management first reported a position in Pool Corp in Q1 2023 and held it in 10 quarters.
  • Thrive Wealth Management's Pool Corp position peaked at $343K in Q3 2024.
  • 651 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Thrive Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.