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Avion Wealth’s Pool Corp POOL Stock Holding History

Avion Wealth’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 		$2K Buy
+11
New +$2.19K ﹤0.01% 1109
2026
Q1 		– Sell
-2
Closed – – 1519
2025
Q4 		$0 Buy
+2
New +$520 ﹤0.01% 1508
2025
Q2 		– Sell
-2
Closed – – 1510
2025
Q1 		$0 Buy
+2
New +$678 ﹤0.01% 1287
2024
Q4 		– Sell
-2
Closed – – 1224
2024
Q3 		$0 Sell
2
-4
-67% -$1.38K ﹤0.01% 1262
2024
Q2 		$1K Hold
6
– – ﹤0.01% 794
2024
Q1 		$3K Hold
6
– – ﹤0.01% 592
2023
Q4 		$2K Buy
6
+1
+20% +$351 ﹤0.01% 607
2023
Q3 		$1K Buy
5
+1
+25% +$364 ﹤0.01% 706
2023
Q2 		$1K Hold
4
– – ﹤0.01% 634
2023
Q1 		$1K Hold
4
– – ﹤0.01% 475
2022
Q4 		$1K Hold
4
– – ﹤0.01% 438
2022
Q3 		$1K Hold
4
– – ﹤0.01% 479
2022
Q2 		$1K Buy
+4
New +$1.59K ﹤0.01% 478

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Avion Wealth's POOL Position: Q2 2026 in Review

Avion Wealth opened a new position in Pool Corp (POOL) in Q2 2026: 11 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1109 among its holdings. This is a return to the name: Avion Wealth previously reported a position in POOL as recently as Q4 2025.

Avion Wealth first reported a position in POOL in Q2 2022 and has held it in 13 quarters since. The position peaked at $3K in Q1 2024. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Avion Wealth held 11 shares of Pool Corp worth $2K as of Q2 2026.
  • Pool Corp was a new Avion Wealth position in Q2 2026.
  • Pool Corp made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1109 holding.
  • Avion Wealth first reported a position in Pool Corp in Q2 2022 and has held it in 13 quarters since.
  • Avion Wealth's Pool Corp position peaked at $3K in Q1 2024.
  • 615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.