Activest Wealth Management’s Pool Corp POOL Stock Holding History

Activest 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
2026 Q3	$9.7K	Buy	60 +54	+900%	+$10.2K	﹤0.01%	590
2026 Q2	$1.29K	Sell	6 -79	-93%	-$15.8K	﹤0.01%	915
2026 Q1	$17.2K	Buy	+85	New	+$20K	﹤0.01%	563
2025 Q3	–	Sell	-2	Closed	-$627	–	1186
2025 Q2	$583	Buy	+2	New	+$605	﹤0.01%	845
2023 Q4	–	Sell	-13	Closed	-$4.56K	–	366
2023 Q3	$4.6K	Buy	+13	New	+$4.73K	﹤0.01%	230
2023 Q1	–	Sell	-14	Closed	-$4.23K	–	493
2022 Q4	$4.23K	Hold	14	–	–	﹤0.01%	367
2022 Q3	$4K	Buy	+14	New	+$5K	﹤0.01%	365

Other funds holding POOL

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Eubel Brady & Suttman Asset Management Miamisburg, Ohio $862M AUM 8.44% 1-Year Est. Return

Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return

Waters Parkerson & Co New Orleans, Louisiana $2.08B AUM 19.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

St. Denis J. Villere & Co New Orleans, Louisiana $775M AUM 13.27% 1-Year Est. Return

Activest Wealth Management's POOL Position: Q3 2026 in Review

Activest Wealth Management increased its Pool Corp (POOL) stake by 900% in Q3 2026, buying an estimated $10.2K and bringing the position to 60 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Activest Wealth Management first reported a position in POOL in Q3 2022 and has held it in 7 quarters since. The position peaked at $17.2K in Q1 2026. 226 funds tracked by Wall St. Rank hold POOL as of Q3 2026.

Activest Wealth Management held 60 shares of Pool Corp worth $9.7K as of Q3 2026.
Activest Wealth Management bought 54 Pool Corp shares in Q3 2026, an estimated $10.2K.
Pool Corp made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #590 holding.
Activest Wealth Management first reported a position in Pool Corp in Q3 2022 and has held it in 7 quarters since.
Activest Wealth Management's Pool Corp position peaked at $17.2K in Q1 2026.
226 funds tracked by Wall St. Rank held Pool Corp as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.