Wedmont Private Capital’s Pool Corp POOL Stock Holding History

Wedmont Private Capital’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	-702	Closed	-$219K	–	763
2025 Q1	$219K	Buy	+702	New	+$238K	0.01%	626
2024 Q2	–	Sell	-590	Closed	-$236K	–	663
2024 Q1	$236K	Buy	590 +30	+5%	+$11.7K	0.02%	517
2023 Q4	$214K	Buy	+560	New	+$196K	0.02%	514
2022 Q4	–	Sell	-869	Closed	-$277K	–	465
2022 Q3	$277K	Buy	869 +25	+3%	+$8.92K	0.06%	269
2022 Q2	$296K	Buy	844 +179	+27%	+$71K	0.06%	238
2022 Q1	$286K	Buy	665 +169	+34%	+$78.9K	0.06%	245
2021 Q4	$252K	Buy	+496	New	+$260K	0.08%	201

Other funds holding POOL

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wedmont Private Capital's POOL Position: Q2 2025 in Review

Wedmont Private Capital sold out of Pool Corp (POOL) in Q2 2025, closing a stake of 702 shares — an estimated $219K sold.

Wedmont Private Capital first reported a position in POOL in Q4 2021 and held it in 7 quarters. The position peaked at $296K in Q2 2022. 721 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

Wedmont Private Capital reported no remaining Pool Corp position as of Q2 2025 after selling out during the quarter.
Wedmont Private Capital sold 702 Pool Corp shares in Q2 2025, an estimated $219K.
Wedmont Private Capital first reported a position in Pool Corp in Q4 2021 and held it in 7 quarters.
Wedmont Private Capital's Pool Corp position peaked at $296K in Q2 2022.
721 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on Wedmont Private Capital's 13F filing for Q2 2025, filed 10 Jul 2025.