Trajan Wealth’s Pool Corp POOL Stock Holding History

Trajan Wealth’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 Q1	–	Sell	-28,374	Closed	-$175K	–	181
2024 Q4	$175K	Buy	28,374 +27,829	+5,106%	+$10.1M	0.01%	178
2024 Q3	$205K	Buy	+545	New	+$189K	0.01%	176

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Trajan Wealth's POOL Position: Q1 2025 in Review

Trajan Wealth sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 28,374 shares — an estimated $175K sold.

Trajan Wealth first reported a position in POOL in Q3 2024 and held it in 2 quarters. The position peaked at $205K in Q3 2024. 735 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

Trajan Wealth reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
Trajan Wealth sold 28,374 Pool Corp shares in Q1 2025, an estimated $175K.
Trajan Wealth first reported a position in Pool Corp in Q3 2024 and held it in 2 quarters.
Trajan Wealth's Pool Corp position peaked at $205K in Q3 2024.
735 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on Trajan Wealth's 13F filing for Q1 2025, filed 13 May 2025.