WestEnd Advisors’s Pool Corp POOL Stock Holding History

WestEnd 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 Q3	–	Sell	-1	Closed	-$291	–	404
2025 Q2	$291	Hold	1	–	–	﹤0.01%	332
2025 Q1	$318	Buy	+1	New	+$339	﹤0.01%	312

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

WestEnd Advisors's POOL Position: Q3 2025 in Review

WestEnd Advisors sold out of Pool Corp (POOL) in Q3 2025, closing a stake of 1 share — an estimated $291 sold.

WestEnd Advisors first reported a position in POOL in Q1 2025 and held it in 2 quarters. The position peaked at $318 in Q1 2025. 708 funds tracked by Wall St. Rank hold POOL as of Q3 2025.

WestEnd Advisors reported no remaining Pool Corp position as of Q3 2025 after selling out during the quarter.
WestEnd Advisors sold 1 Pool Corp share in Q3 2025, an estimated $291.
WestEnd Advisors first reported a position in Pool Corp in Q1 2025 and held it in 2 quarters.
WestEnd Advisors's Pool Corp position peaked at $318 in Q1 2025.
708 funds tracked by Wall St. Rank held Pool Corp as of Q3 2025.

Based on WestEnd Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.