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Alliance Wealth Advisors (Utah)’s Pool Corp POOL Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q2 		– Sell
-1,125
Closed -$228K – 251
2026
Q1 		$228K Sell
1,125
-366
-25% -$86.3K 0.05% 219
2025
Q4 		$341K Sell
1,491
-913
-38% -$237K 0.07% 203
2025
Q3 		$745K Buy
2,404
+118
+5% +$37K 0.17% 141
2025
Q2 		$666K Buy
2,286
+97
+4% +$29.3K 0.16% 131
2025
Q1 		$697K Buy
2,189
+18
+0.8% +$6.11K 0.18% 123
2024
Q4 		$740K Sell
2,171
-623
-22% -$227K 0.19% 126
2024
Q3 		$1.05M Buy
2,794
+218
+8% +$75.4K 0.28% 90
2024
Q2 		$792K Buy
2,576
+153
+6% +$55.4K 0.23% 104
2024
Q1 		$978K Buy
2,423
+215
+10% +$84K 0.29% 86
2023
Q4 		$880K Buy
2,208
+75
+4% +$26.3K 0.3% 84
2023
Q3 		$760K Buy
2,133
+94
+5% +$34.2K 0.28% 84
2023
Q2 		$764K Buy
2,039
+146
+8% +$49.9K 0.28% 85
2023
Q1 		$648K Buy
1,893
+177
+10% +$62.8K 0.26% 94
2022
Q4 		$519K Buy
+1,716
New +$544K 0.23% 103

Other funds holding POOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s POOL Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) sold out of Pool Corp (POOL) in Q2 2026, closing a stake of 1,125 shares — an estimated $228K sold.

Alliance Wealth Advisors (Utah) first reported a position in POOL in Q4 2022 and held it in 14 quarters. The position peaked at $1.05M in Q3 2024. 618 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Alliance Wealth Advisors (Utah) reported no remaining Pool Corp position as of Q2 2026 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 1,125 Pool Corp shares in Q2 2026, an estimated $228K.
  • Alliance Wealth Advisors (Utah) first reported a position in Pool Corp in Q4 2022 and held it in 14 quarters.
  • Alliance Wealth Advisors (Utah)'s Pool Corp position peaked at $1.05M in Q3 2024.
  • 618 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.