AO
POOL icon

Advisor OS’s Pool Corp POOL Stock Holding History

Advisor OS’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
Q1 		– Sell
-939
Closed -$215K – 618
2025
Q4 		$215K Buy
939
+6
+0.6% +$1.56K 0.02% 456
2025
Q3 		$289K Sell
933
-186
-17% -$58.3K 0.03% 376
2025
Q2 		$326K Sell
1,119
-151
-12% -$45.7K 0.03% 340
2025
Q1 		$404K Sell
1,270
-53
-4% -$18K 0.05% 264
2024
Q4 		$451K Sell
1,323
-1,105
-46% -$403K 0.05% 239
2024
Q3 		$915K Sell
2,428
-1,289
-35% -$446K 0.09% 163
2024
Q2 		$1.14M Buy
3,717
+40
+1% +$14.5K 0.13% 140
2024
Q1 		$1.48M Buy
3,677
+377
+11% +$147K 0.17% 106
2023
Q4 		$1.32M Sell
3,300
-167
-5% -$58.5K 0.17% 106
2023
Q3 		$1.23M Buy
3,467
+176
+5% +$64.1K 0.19% 100
2023
Q2 		$1.23M Buy
3,291
+138
+4% +$47.2K 0.2% 94
2023
Q1 		$1.08M Buy
3,153
+174
+6% +$61.7K 0.26% 98
2022
Q4 		$901K Buy
2,979
+746
+33% +$236K 0.24% 99
2022
Q3 		$711K Sell
2,233
-482
-18% -$172K 0.21% 97
2022
Q2 		$953K Buy
2,715
+262
+11% +$104K 0.28% 78
2022
Q1 		$1.04M Buy
2,453
+315
+15% +$147K 0.3% 78
2021
Q4 		$1.21M Buy
2,138
+245
+13% +$128K 0.25% 92
2021
Q3 		$822K Buy
1,893
+278
+17% +$132K 0.18% 108
2021
Q2 		$741K Buy
1,615
+675
+72% +$284K 0.15% 109
2021
Q1 		$325K Buy
940
+389
+71% +$135K 0.07% 152
2020
Q4 		$206K Buy
+551
New +$192K 0.06% 132

Other funds holding POOL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor OS's POOL Position: Q1 2026 in Review

Advisor OS sold out of Pool Corp (POOL) in Q1 2026, closing a stake of 939 shares — an estimated $215K sold.

Advisor OS first reported a position in POOL in Q4 2020 and held it in 21 quarters. The position peaked at $1.48M in Q1 2024. 604 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

  • Advisor OS reported no remaining Pool Corp position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 939 Pool Corp shares in Q1 2026, an estimated $215K.
  • Advisor OS first reported a position in Pool Corp in Q4 2020 and held it in 21 quarters.
  • Advisor OS's Pool Corp position peaked at $1.48M in Q1 2024.
  • 604 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.