Aureus Asset Management’s Pool Corp POOL Stock Holding History

Aureus Asset 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 Q1	$421K	Buy	2,083 +312	+18%	+$73.5K	0.03%	165
2025 Q4	$405K	Hold	1,771	–	–	0.03%	144
2025 Q3	$549K	Hold	1,771	–	–	0.04%	118
2025 Q2	$516K	Hold	1,771	–	–	0.03%	122
2025 Q1	$564K	Hold	1,771	–	–	0.04%	117
2024 Q4	$604K	Hold	1,771	–	–	0.04%	115
2024 Q3	$667K	Hold	1,771	–	–	0.04%	111
2024 Q2	$544K	Hold	1,771	–	–	0.04%	113
2024 Q1	$715K	Hold	1,771	–	–	0.05%	102
2023 Q4	$706K	Hold	1,771	–	–	0.05%	102
2023 Q3	$631K	Hold	1,771	–	–	0.05%	105
2023 Q2	$663K	Hold	1,771	–	–	0.05%	104
2023 Q1	$606K	Hold	1,771	–	–	0.05%	108
2022 Q4	$535K	Buy	1,771 +84	+5%	+$26.6K	0.05%	121
2022 Q3	$537K	Hold	1,687	–	–	0.05%	114
2022 Q2	$593K	Hold	1,687	–	–	0.05%	116
2022 Q1	$713K	Hold	1,687	–	–	0.05%	124
2021 Q4	$955K	Hold	1,687	–	–	0.06%	99
2021 Q3	$733K	Hold	1,687	–	–	0.05%	108
2021 Q2	$774K	Hold	1,687	–	–	0.05%	115
2021 Q1	$582K	Hold	1,687	–	–	0.05%	107
2020 Q4	$628K	Hold	1,687	–	–	0.05%	112
2020 Q3	$564K	Hold	1,687	–	–	0.05%	114
2020 Q2	$459K	Hold	1,687	–	–	0.05%	110
2020 Q1	$332K	Hold	1,687	–	–	0.05%	113
2019 Q4	$358K	Hold	1,687	–	–	0.04%	133
2019 Q3	$340K	Sell	1,687 -42	-2%	-$8.1K	0.04%	126
2019 Q2	$330K	Hold	1,729	–	–	0.04%	129
2019 Q1	$285K	Buy	+1,729	New	+$268K	0.04%	139

Other funds holding POOL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aureus Asset Management's POOL Position: Q1 2026 in Review

Aureus Asset Management increased its Pool Corp (POOL) stake by 18% in Q1 2026, buying an estimated $73.5K and bringing the position to 2,083 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #165.

Aureus Asset Management first reported a position in POOL in Q1 2019 and has held it in 29 quarters since. The position peaked at $955K in Q4 2021. 600 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

Aureus Asset Management held 2,083 shares of Pool Corp worth $421K as of Q1 2026.
Aureus Asset Management bought 312 Pool Corp shares in Q1 2026, an estimated $73.5K.
Pool Corp made up 0.03% of Aureus Asset Management's portfolio in Q1 2026, its #165 holding.
Aureus Asset Management first reported a position in Pool Corp in Q1 2019 and has held it in 29 quarters since.
Aureus Asset Management's Pool Corp position peaked at $955K in Q4 2021.
600 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.