CWM
POOL icon

Compass Wealth Management’s Pool Corp POOL Stock Holding History

Compass 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 		$3.06M Buy
14,229
+3,797
+36% +$758K 0.58% 57
2026
Q1 		$2.11M Buy
+10,432
New +$2.46M 0.52% 61
2025
Q4 		– Sell
-7,441
Closed -$2.31M – 132
2025
Q3 		$2.31M Buy
7,441
+3,005
+68% +$942K 0.52% 65
2025
Q2 		$1.29M Buy
4,436
+4,265
+2,494% +$1.29M 0.31% 79
2025
Q1 		$54.4K Hold
171
– – 0.01% 234
2024
Q4 		$58.3K Hold
171
– – 0.01% 229
2024
Q3 		$64.4K Sell
171
-16
-9% -$5.54K 0.02% 230
2024
Q2 		$57.5K Hold
187
– – 0.01% 236
2024
Q1 		$75.5K Hold
187
– – 0.02% 215
2023
Q4 		$74.6K Hold
187
– – 0.02% 213
2023
Q3 		$66.6K Hold
187
– – 0.02% 209
2023
Q2 		$70.1K Hold
187
– – 0.02% 214
2023
Q1 		$64K Hold
187
– – 0.02% 217
2022
Q4 		$56.5K Buy
+187
New +$59.2K 0.02% 220

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

Compass Wealth Management's POOL Position: Q2 2026 in Review

Compass Wealth Management increased its Pool Corp (POOL) stake by 36% in Q2 2026, buying an estimated $758K and bringing the position to 14,229 shares worth $3.06M. The position accounts for 0.58% of the portfolio, ranked #57.

Compass Wealth Management first reported a position in POOL in Q4 2022 and has held it in 14 quarters since. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Compass Wealth Management held 14,229 shares of Pool Corp worth $3.06M as of Q2 2026.
  • Compass Wealth Management bought 3,797 Pool Corp shares in Q2 2026, an estimated $758K.
  • Pool Corp made up 0.58% of Compass Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Compass Wealth Management first reported a position in Pool Corp in Q4 2022 and has held it in 14 quarters since.
  • 615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.