Concord Wealth Partners’s Pool Corp POOL Stock Holding History

Concord Wealth 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	$1.93K	Buy	+9	New	+$1.8K	﹤0.01%	746
2026 Q1	–	Sell	-9	Closed	-$2.06K	–	636
2025 Q4	$2.06K	Hold	9	–	–	﹤0.01%	699
2025 Q3	$2.79K	Hold	9	–	–	﹤0.01%	691
2025 Q2	$2.62K	Hold	9	–	–	﹤0.01%	699
2025 Q1	$2.87K	Hold	9	–	–	﹤0.01%	651
2024 Q4	$3.07K	Hold	9	–	–	﹤0.01%	663
2024 Q3	$3.39K	Hold	9	–	–	﹤0.01%	689
2024 Q2	$2.77K	Hold	9	–	–	﹤0.01%	637
2024 Q1	$3.63K	Hold	9	–	–	﹤0.01%	693
2023 Q4	$3.59K	Sell	9 -3	-25%	-$1.05K	﹤0.01%	669
2023 Q3	$4.27K	Hold	12	–	–	﹤0.01%	745
2023 Q2	$4.5K	Sell	12 -104	-90%	-$35.6K	﹤0.01%	725
2023 Q1	$39.7K	Hold	116	–	–	0.01%	379
2022 Q4	$35.1K	Buy	+116	New	+$36.7K	0.01%	433
2022 Q3	–	Sell	-124	Closed	-$44K	–	869
2022 Q2	$44K	Sell	124 -13	-9%	-$5.16K	0.01%	396
2022 Q1	$58K	Hold	137	–	–	0.02%	403
2021 Q4	$78K	Buy	137 +125	+1,042%	+$65.5K	0.02%	349
2021 Q3	$5K	Sell	12 -27	-69%	-$12.8K	﹤0.01%	595
2021 Q2	$18K	Buy	39 +4	+11%	+$1.68K	0.01%	527
2021 Q1	$12K	Buy	35 +26	+289%	+$9.06K	﹤0.01%	561
2020 Q4	$3K	Buy	+9	New	+$3.14K	﹤0.01%	486

Other funds holding POOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Concord Wealth Partners's POOL Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Pool Corp (POOL) in Q2 2026: 9 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in POOL as recently as Q4 2025.

Concord Wealth Partners first reported a position in POOL in Q4 2020 and has held it in 21 quarters since. The position peaked at $78K in Q4 2021. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

Concord Wealth Partners held 9 shares of Pool Corp worth $1.93K as of Q2 2026.
Pool Corp was a new Concord Wealth Partners position in Q2 2026.
Pool Corp made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #746 holding.
Concord Wealth Partners first reported a position in Pool Corp in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's Pool Corp position peaked at $78K in Q4 2021.
615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.