American Trust’s Pool Corp POOL Stock Holding History

American Trust’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	$215K	Buy	+1,001	New	+$200K	0.02%	308
2025 Q4	–	Sell	-674	Closed	-$209K	–	359
2025 Q3	$209K	Buy	+674	New	+$211K	0.02%	309
2025 Q2	–	Sell	-674	Closed	-$215K	–	307
2025 Q1	$215K	Hold	674	–	–	0.05%	116
2024 Q4	$230K	Hold	674	–	–	0.02%	280
2024 Q3	$254K	Hold	674	–	–	0.02%	211
2024 Q2	$207K	Hold	674	–	–	0.02%	230
2024 Q1	$272K	Hold	674	–	–	0.02%	209
2023 Q4	$269K	Hold	674	–	–	0.02%	227
2023 Q3	$240K	Hold	674	–	–	0.02%	243
2023 Q2	$253K	Hold	674	–	–	0.02%	345
2023 Q1	$231K	Hold	674	–	–	0.02%	372
2022 Q4	$204K	Hold	674	–	–	0.02%	410
2022 Q3	$214K	Hold	674	–	–	0.02%	372
2022 Q2	$237K	Hold	674	–	–	0.02%	367
2022 Q1	$285K	Hold	674	–	–	0.02%	361
2021 Q4	$381K	Buy	+674	New	+$353K	0.03%	202

Other funds holding POOL

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

American Trust's POOL Position: Q2 2026 in Review

American Trust opened a new position in Pool Corp (POOL) in Q2 2026: 1,001 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #308 among its holdings. This is a return to the name: American Trust previously reported a position in POOL as recently as Q3 2025.

American Trust first reported a position in POOL in Q4 2021 and has held it in 16 quarters since. The position peaked at $381K in Q4 2021. 610 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

American Trust held 1,001 shares of Pool Corp worth $215K as of Q2 2026.
Pool Corp was a new American Trust position in Q2 2026.
Pool Corp made up 0.02% of American Trust's portfolio in Q2 2026, its #308 holding.
American Trust first reported a position in Pool Corp in Q4 2021 and has held it in 16 quarters since.
American Trust's Pool Corp position peaked at $381K in Q4 2021.
610 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.