Cerity Partners
POOL icon

Cerity Partners’s Pool Corp POOL Stock Holding History

Cerity Partners’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 		$7.9M Buy
36,739
+27,929
+317% +$5.57M 0.01% 881
2026
Q1 		$1.78M Buy
8,810
+6,785
+335% +$1.6M ﹤0.01% 1555
2025
Q4 		$463K Sell
2,025
-1,693
-46% -$440K ﹤0.01% 2156
2025
Q3 		$1.15M Sell
3,718
-927
-20% -$291K ﹤0.01% 1531
2025
Q2 		$1.35M Buy
4,645
+2,796
+151% +$846K ﹤0.01% 1387
2025
Q1 		$589K Sell
1,849
-674
-27% -$229K ﹤0.01% 1674
2024
Q4 		$914K Buy
2,523
+261
+12% +$95.1K ﹤0.01% 1466
2024
Q3 		$852K Buy
2,262
+101
+5% +$34.9K ﹤0.01% 1478
2024
Q2 		$664K Sell
2,161
-1,442
-40% -$522K ﹤0.01% 1403
2024
Q1 		$1.45M Buy
3,603
+2,490
+224% +$973K ﹤0.01% 1110
2023
Q4 		$444K Buy
+1,113
New +$390K ﹤0.01% 1324
2023
Q3 		– Sell
-1,599
Closed -$599K – 1640
2023
Q2 		$599K Buy
1,599
+108
+7% +$36.9K ﹤0.01% 1107
2023
Q1 		$511K Buy
1,491
+25
+2% +$8.87K ﹤0.01% 1278
2022
Q4 		$443K Sell
1,466
-661
-31% -$209K ﹤0.01% 986
2022
Q3 		$677K Buy
2,127
+133
+7% +$47.5K 0.01% 608
2022
Q2 		$700K Buy
1,994
+709
+55% +$281K 0.01% 643
2022
Q1 		$544K Buy
+1,285
New +$600K 0.01% 572
2019
Q2 		– Sell
-1,293
Closed -$213K – 566
2019
Q1 		$213K Buy
+1,293
New +$201K 0.01% 493

Other funds holding POOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cerity Partners's POOL Position: Q2 2026 in Review

Cerity Partners increased its Pool Corp (POOL) stake by 317% in Q2 2026, buying an estimated $5.57M and bringing the position to 36,739 shares worth $7.9M. The position accounts for 0.01% of the portfolio, ranked #881.

Cerity Partners first reported a position in POOL in Q1 2019 and has held it in 18 quarters since. 575 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Cerity Partners held 36,739 shares of Pool Corp worth $7.9M as of Q2 2026.
  • Cerity Partners bought 27,929 Pool Corp shares in Q2 2026, an estimated $5.57M.
  • Pool Corp made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #881 holding.
  • Cerity Partners first reported a position in Pool Corp in Q1 2019 and has held it in 18 quarters since.
  • 575 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.