CIAS
POOL icon

CBIZ Investment Advisory Services’s Pool Corp POOL Stock Holding History

CBIZ Investment Advisory Services’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 		$2.02K Hold
10
– – ﹤0.01% 336
2026
Q1 		$2.02K Hold
10
– – ﹤0.01% 336
2025
Q4 		$2.29K Hold
10
– – ﹤0.01% 621
2025
Q3 		$3.1K Buy
10
+9
+900% +$2.82K ﹤0.01% 524
2025
Q2 		$291 Buy
+1
New +$302 ﹤0.01% 672

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

CBIZ Investment Advisory Services's POOL Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Pool Corp (POOL) position steady in Q2 2026 at 10 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

CBIZ Investment Advisory Services first reported a position in POOL in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.1K in Q3 2025. 618 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • CBIZ Investment Advisory Services held 10 shares of Pool Corp worth $2.02K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Pool Corp share count unchanged in Q2 2026.
  • Pool Corp made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #336 holding.
  • CBIZ Investment Advisory Services first reported a position in Pool Corp in Q2 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's Pool Corp position peaked at $3.1K in Q3 2025.
  • 618 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.