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True North Advisors’s Pool Corp POOL Stock Holding History

True North Advisors’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
-671
Closed -$208K – 267
2025
Q3 		$208K Buy
+671
New +$210K 0.03% 211
2025
Q2 		– Sell
-635
Closed -$202K – 251
2025
Q1 		$202K Hold
635
– – 0.04% 241
2024
Q4 		$216K Buy
+635
New +$231K 0.05% 180

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

True North Advisors's POOL Position: Q4 2025 in Review

True North Advisors sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 671 shares — an estimated $208K sold.

True North Advisors first reported a position in POOL in Q4 2024 and held it in 3 quarters. The position peaked at $216K in Q4 2024. 651 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • True North Advisors reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
  • True North Advisors sold 671 Pool Corp shares in Q4 2025, an estimated $208K.
  • True North Advisors first reported a position in Pool Corp in Q4 2024 and held it in 3 quarters.
  • True North Advisors's Pool Corp position peaked at $216K in Q4 2024.
  • 651 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on True North Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.