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TritonPoint Wealth’s Pool Corp POOL Stock Holding History

TritonPoint 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
Q4 		– Sell
-894
Closed -$277K – 331
2025
Q3 		$277K Buy
894
+7
+0.8% +$2.19K 0.02% 298
2025
Q2 		$259K Sell
887
-35
-4% -$10.6K 0.02% 301
2025
Q1 		$294K Sell
922
-126
-12% -$42.7K 0.03% 278
2024
Q4 		$357K Sell
1,048
-7
-0.7% -$2.55K 0.03% 245
2024
Q3 		$393K Sell
1,055
-86
-8% -$29.8K 0.04% 241
2024
Q2 		$351K Sell
1,141
-251
-18% -$90.9K 0.03% 239
2024
Q1 		$613K Sell
1,392
-168
-11% -$65.7K 0.06% 182
2023
Q4 		$622K Buy
+1,560
New +$547K 0.06% 189

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 $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TritonPoint Wealth's POOL Position: Q4 2025 in Review

TritonPoint Wealth sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 894 shares — an estimated $277K sold.

TritonPoint Wealth first reported a position in POOL in Q4 2023 and held it in 8 quarters. The position peaked at $622K in Q4 2023. 649 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • TritonPoint Wealth reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 894 Pool Corp shares in Q4 2025, an estimated $277K.
  • TritonPoint Wealth first reported a position in Pool Corp in Q4 2023 and held it in 8 quarters.
  • TritonPoint Wealth's Pool Corp position peaked at $622K in Q4 2023.
  • 649 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

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