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Congress Asset Management’s Pool Corp POOL Stock Holding History

Congress Asset 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 		– Sell
-53,196
Closed -$10.8M – 420
2026
Q1 		$10.8M Buy
53,196
+3,208
+6% +$756K 0.08% 199
2025
Q4 		$11.4M Buy
49,988
+452
+0.9% +$118K 0.08% 186
2025
Q3 		$15.4M Buy
49,536
+7,132
+17% +$2.24M 0.1% 162
2025
Q2 		$12.4M Buy
42,404
+549
+1% +$166K 0.08% 179
2025
Q1 		$13.3M Buy
41,855
+2,066
+5% +$701K 0.1% 166
2024
Q4 		$13.6M Sell
39,789
-281,572
-88% -$103M 0.09% 173
2024
Q3 		$121M Sell
321,361
-24,492
-7% -$8.47M 0.83% 49
2024
Q2 		$106M Sell
345,853
-5,657
-2% -$2.05M 0.76% 60
2024
Q1 		$142M Sell
351,510
-1,925
-0.5% -$752K 1.01% 29
2023
Q4 		$141M Sell
353,435
-3,129
-0.9% -$1.1M 1.11% 18
2023
Q3 		$127M Buy
356,564
+1,765
+0.5% +$642K 1.12% 18
2023
Q2 		$133M Sell
354,799
-2,375
-0.7% -$812K 1.15% 14
2023
Q1 		$122M Buy
357,174
+1,050
+0.3% +$373K 1.14% 24
2022
Q4 		$108M Sell
356,124
-3,128
-0.9% -$991K 1.08% 28
2022
Q3 		$114M Sell
359,252
-12,423
-3% -$4.43M 1.23% 19
2022
Q2 		$131M Buy
371,675
+23,549
+7% +$9.34M 1.25% 14
2022
Q1 		$147M Sell
348,126
-7,726
-2% -$3.61M 1.25% 16
2021
Q4 		$201M Sell
355,852
-32,803
-8% -$17.2M 1.53% 7
2021
Q3 		$169M Buy
388,655
+5,629
+1% +$2.67M 1.32% 13
2021
Q2 		$176M Sell
383,026
-33,038
-8% -$13.9M 1.47% 7
2021
Q1 		$144M Sell
416,064
-18,076
-4% -$6.3M 1.3% 19
2020
Q4 		$162M Sell
434,140
-10,729
-2% -$3.74M 1.52% 9
2020
Q3 		$149M Sell
444,869
-26,277
-6% -$8.13M 1.61% 7
2020
Q2 		$128M Sell
471,146
-65,620
-12% -$15.2M 1.52% 9
2020
Q1 		$106M Sell
536,766
-27,750
-5% -$5.91M 1.61% 7
2019
Q4 		$120M Sell
564,516
-17,281
-3% -$3.57M 1.46% 7
2019
Q3 		$117M Sell
581,797
-37,162
-6% -$7.16M 1.51% 5
2019
Q2 		$118M Sell
618,959
-37,930
-6% -$6.85M 1.5% 4
2019
Q1 		$108M Sell
656,889
-14,655
-2% -$2.27M 1.42% 9
2018
Q4 		$99.8M Sell
671,544
-11,954
-2% -$1.79M 1.5% 5
2018
Q3 		$114M Sell
683,498
-24,080
-3% -$3.9M 1.48% 6
2018
Q2 		$107M Sell
707,578
-15,279
-2% -$2.24M 1.48% 3
2018
Q1 		$106M Sell
722,857
-31,410
-4% -$4.32M 1.49% 2
2017
Q4 		$97.8M Buy
754,267
+26,585
+4% +$3.23M 1.42% 6
2017
Q3 		$78.7M Buy
727,682
+95,157
+15% +$10.3M 1.22% 25
2017
Q2 		$74.4M Buy
632,525
+122,244
+24% +$14.7M 1.33% 19
2017
Q1 		$60.9M Buy
510,281
+503,730
+7,689% +$56.5M 1.16% 35
2016
Q4 		$684K Buy
6,551
+2,846
+77% +$281K 0.01% 189
2016
Q3 		$350K Buy
+3,705
New +$364K 0.01% 203

Other funds holding POOL

CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Congress Asset Management's POOL Position: Q2 2026 in Review

Congress Asset Management sold out of Pool Corp (POOL) in Q2 2026, closing a stake of 53,196 shares — an estimated $10.8M sold.

Congress Asset Management first reported a position in POOL in Q3 2016 and held it in 39 quarters. The position peaked at $201M in Q4 2021. 115 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Congress Asset Management reported no remaining Pool Corp position as of Q2 2026 after selling out during the quarter.
  • Congress Asset Management sold 53,196 Pool Corp shares in Q2 2026, an estimated $10.8M.
  • Congress Asset Management first reported a position in Pool Corp in Q3 2016 and held it in 39 quarters.
  • Congress Asset Management's Pool Corp position peaked at $201M in Q4 2021.
  • 115 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.