WAG
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Wallace Advisory Group’s Pool Corp POOL Stock Holding History

Wallace Advisory Group’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
Q2 		– Sell
-1,083
Closed -$369K – 186
2025
Q1 		$369K Sell
1,083
-328
-23% -$111K 0.26% 114
2024
Q4 		$532K Buy
1,411
+64
+5% +$23.3K 0.37% 78
2024
Q3 		$414K Sell
1,347
-22
-2% -$7.61K 0.3% 91
2024
Q2 		$421K Buy
1,369
+52
+4% +$18.8K 0.3% 90
2024
Q1 		$525K Buy
1,317
+26
+2% +$10.2K 0.39% 69
2023
Q4 		$460K Sell
1,291
-78
-6% -$27.3K 0.36% 73
2023
Q3 		$513K Buy
1,369
+276
+25% +$100K 0.37% 68
2023
Q2 		$374K Hold
1,093
– – 0.28% 100
2023
Q1 		$374K Buy
+1,093
New +$388K 0.28% 100

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wallace Advisory Group's POOL Position: Q2 2025 in Review

Wallace Advisory Group sold out of Pool Corp (POOL) in Q2 2025, closing a stake of 1,083 shares — an estimated $369K sold.

Wallace Advisory Group first reported a position in POOL in Q1 2023 and held it in 9 quarters. The position peaked at $532K in Q4 2024. 721 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

  • Wallace Advisory Group reported no remaining Pool Corp position as of Q2 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 1,083 Pool Corp shares in Q2 2025, an estimated $369K.
  • Wallace Advisory Group first reported a position in Pool Corp in Q1 2023 and held it in 9 quarters.
  • Wallace Advisory Group's Pool Corp position peaked at $532K in Q4 2024.
  • 721 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on Wallace Advisory Group's 13F filing for Q2 2025, filed 30 Jul 2025.