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Bay Harbor Wealth Management’s Pool Corp POOL Stock Holding History

Bay Harbor Wealth 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
Q2 		– Sell
-2
Closed -$404 – 1333
2026
Q1 		$404 Buy
2
+1
+100% +$236 ﹤0.01% 1044
2025
Q4 		$228 Sell
1
-3
-75% -$780 ﹤0.01% 1095
2025
Q3 		$1.24K Buy
4
+1
+33% +$313 ﹤0.01% 474
2025
Q2 		$874 Buy
3
+2
+200% +$605 ﹤0.01% 488
2025
Q1 		$318 Buy
+1
New +$339 ﹤0.01% 537

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

Bay Harbor Wealth Management's POOL Position: Q2 2026 in Review

Bay Harbor Wealth Management sold out of Pool Corp (POOL) in Q2 2026, closing a stake of 2 shares — an estimated $404 sold.

Bay Harbor Wealth Management first reported a position in POOL in Q1 2025 and held it in 5 quarters. The position peaked at $1.24K in Q3 2025. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Bay Harbor Wealth Management reported no remaining Pool Corp position as of Q2 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 2 Pool Corp shares in Q2 2026, an estimated $404.
  • Bay Harbor Wealth Management first reported a position in Pool Corp in Q1 2025 and held it in 5 quarters.
  • Bay Harbor Wealth Management's Pool Corp position peaked at $1.24K in Q3 2025.
  • 615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.