VWM
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Venturi Wealth Management’s Pool Corp POOL Stock Holding History

Venturi 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
-840
Closed -$260K – 629
2025
Q3 		$260K Sell
840
-105
-11% -$32.9K 0.01% 473
2025
Q2 		$275K Sell
945
-277
-23% -$83.8K 0.01% 448
2025
Q1 		$389K Buy
1,222
+100
+9% +$33.9K 0.02% 378
2024
Q4 		$383K Buy
1,122
+43
+4% +$15.7K 0.02% 386
2024
Q3 		$407K Buy
1,079
+395
+58% +$137K 0.02% 331
2024
Q2 		$210K Buy
684
+583
+577% +$211K 0.01% 400
2024
Q1 		$40.8K Hold
101
– – ﹤0.01% 546
2023
Q4 		$40.3K Buy
101
+13
+15% +$4.56K ﹤0.01% 527
2023
Q3 		$31.3K Buy
88
+2
+2% +$728 ﹤0.01% 539
2023
Q2 		$32.2K Buy
86
+34
+65% +$11.6K ﹤0.01% 480
2023
Q1 		$17.8K Buy
+52
New +$18.5K ﹤0.01% 617

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

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

Venturi Wealth Management sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 840 shares — an estimated $260K sold.

Venturi Wealth Management first reported a position in POOL in Q1 2023 and held it in 11 quarters. The position peaked at $407K in Q3 2024. 652 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • Venturi Wealth Management reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 840 Pool Corp shares in Q4 2025, an estimated $260K.
  • Venturi Wealth Management first reported a position in Pool Corp in Q1 2023 and held it in 11 quarters.
  • Venturi Wealth Management's Pool Corp position peaked at $407K in Q3 2024.
  • 652 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Venturi Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.