SCHEDULE: Wellington Management Discloses 5.87% Stake in Pool Corp
Beneficial Ownership Report
Wellington Management Group and its affiliates have reported a 5.87% beneficial ownership stake in Pool Corporation's common stock as of June 30, 2025.
Summary
- Wellington Management Group LLP, along with its affiliates Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, reported beneficial ownership of Pool Corporation common stock.
- The aggregate amount beneficially owned by these entities is 2,205,730 shares.
- This represents 5.87% of Pool Corporation's common stock.
- The reporting persons collectively hold shared voting power over up to 1,989,824 shares and shared dispositive power over up to 2,205,730 shares.
- The filing was made under Rule 13d-1(b), indicating the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
Sentiment
Score: 5
Explanation: Neutral, as this is a routine disclosure of beneficial ownership by an institutional investor, not indicative of positive or negative company performance or outlook.
Future Outlook
NA
Industry Context
NA
Stakeholder Impact
- Confirms a significant institutional investor's stake in Pool Corporation, potentially signaling confidence to other investors.
- Provides transparency regarding major shareholdings as required by SEC regulations.
Key Dates
| Date | Description |
|---|---|
| 06/30/2025 | Date of event requiring the filing of this statement |
| 08/12/2025 | Filing date of the Schedule 13G |
Keywords
Pool Corporation, POOL, Wellington Management, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, SEC Filing
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