Tortoise Investment Management’s Pool Corp POOL Stock Holding History

Tortoise Investment 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	-9	Closed	-$2.79K	–	1124
2025 Q3	$2.79K	Buy	9 +1	+13%	+$313	﹤0.01%	806
2025 Q2	$2.33K	Buy	8 +6	+300%	+$1.81K	﹤0.01%	767
2025 Q1	$637	Sell	2 -206	-99%	-$69.9K	﹤0.01%	772
2024 Q4	$70.9K	Buy	208 +92	+79%	+$33.5K	0.01%	358
2024 Q3	$43.7K	Buy	116 +13	+13%	+$4.5K	﹤0.01%	430
2024 Q2	$31.7K	Buy	103 +42	+69%	+$15.2K	﹤0.01%	463
2024 Q1	$24.6K	Buy	+61	New	+$23.8K	﹤0.01%	483
2020 Q2	–	Sell	-6	Closed	-$1K	–	543
2020 Q1	$1K	Hold	6	–	–	﹤0.01%	526
2019 Q4	$1K	Hold	6	–	–	﹤0.01%	574
2019 Q3	$1K	Hold	6	–	–	﹤0.01%	576
2019 Q2	$1K	Hold	6	–	–	﹤0.01%	611
2019 Q1	$1K	Buy	+6	New	+$931	﹤0.01%	606

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 $3.38T AUM 44.17% 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

Tortoise Investment Management's POOL Position: Q4 2025 in Review

Tortoise Investment Management sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 9 shares — an estimated $2.79K sold.

Tortoise Investment Management first reported a position in POOL in Q1 2019 and held it in 12 quarters. The position peaked at $70.9K in Q4 2024. 652 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

Tortoise Investment Management reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 9 Pool Corp shares in Q4 2025, an estimated $2.79K.
Tortoise Investment Management first reported a position in Pool Corp in Q1 2019 and held it in 12 quarters.
Tortoise Investment Management's Pool Corp position peaked at $70.9K in Q4 2024.
652 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.