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Concurrent Investment Advisors’s Pool Corp POOL Stock Holding History

Concurrent Investment Advisors’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 		$2.54M Buy
11,805
+3,325
+39% +$663K 0.02% 646
2026
Q1 		$1.72M Sell
8,480
-833
-9% -$196K 0.02% 671
2025
Q4 		$2.13M Buy
9,313
+913
+11% +$237K 0.02% 552
2025
Q3 		$2.6M Sell
8,400
-171
-2% -$53.6K 0.04% 393
2025
Q2 		$2.5M Hold
8,571
– – 0.05% 375
2025
Q1 		$2.73M Buy
8,571
+94
+1% +$31.9K 0.07% 303
2024
Q4 		$2.89M Sell
8,477
-150
-2% -$54.7K 0.08% 254
2024
Q3 		$3.25M Sell
8,627
-689
-7% -$238K 0.1% 218
2024
Q2 		$2.86M Buy
9,316
+7,981
+598% +$2.89M 0.09% 216
2024
Q1 		$538K Sell
1,335
-108
-7% -$42.2K 0.02% 530
2023
Q4 		$575K Buy
+1,443
New +$506K 0.03% 468

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

Concurrent Investment Advisors's POOL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Pool Corp (POOL) stake by 39% in Q2 2026, buying an estimated $663K and bringing the position to 11,805 shares worth $2.54M. The position accounts for 0.02% of the portfolio, ranked #646.

Concurrent Investment Advisors first reported a position in POOL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.25M in Q3 2024. 613 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Concurrent Investment Advisors held 11,805 shares of Pool Corp worth $2.54M as of Q2 2026.
  • Concurrent Investment Advisors bought 3,325 Pool Corp shares in Q2 2026, an estimated $663K.
  • Pool Corp made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #646 holding.
  • Concurrent Investment Advisors first reported a position in Pool Corp in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Pool Corp position peaked at $3.25M in Q3 2024.
  • 613 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.