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Bogart Wealth LLC’s Pool Corp POOL Stock Holding History

Bogart Wealth LLC’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 		$659 Hold
3
– – ﹤0.01% 1711
2026
Q1 		$616 Hold
3
– – ﹤0.01% 1532
2025
Q4 		$692 Hold
3
– – ﹤0.01% 1387
2025
Q3 		$934 Hold
3
– – ﹤0.01% 1303
2025
Q2 		$874 Buy
+3
New +$907 ﹤0.01% 1244
2022
Q4 		– Sell
-29
Closed -$9K – 1165
2022
Q3 		$9K Buy
+29
New +$10.3K ﹤0.01% 574

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

Bogart Wealth LLC's POOL Position: Q2 2026 in Review

Bogart Wealth LLC held its Pool Corp (POOL) position steady in Q2 2026 at 3 shares worth $659. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Bogart Wealth LLC first reported a position in POOL in Q3 2022 and has held it in 6 quarters since. The position peaked at $9K in Q3 2022. 618 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Bogart Wealth LLC held 3 shares of Pool Corp worth $659 as of Q2 2026.
  • Bogart Wealth LLC left its Pool Corp share count unchanged in Q2 2026.
  • Pool Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1711 holding.
  • Bogart Wealth LLC first reported a position in Pool Corp in Q3 2022 and has held it in 6 quarters since.
  • Bogart Wealth LLC's Pool Corp position peaked at $9K in Q3 2022.
  • 618 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.