Corient Private Wealth
POOL icon

Corient Private Wealth’s Pool Corp POOL Stock Holding History

Corient Private Wealth’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 		$93.2M Buy
433,569
+161,787
+60% +$32.3M 0.13% 154
2026
Q1 		$55M Buy
271,782
+138,044
+103% +$32.5M 0.08% 223
2025
Q4 		$30.6M Buy
133,738
+126,387
+1,719% +$32.9M 0.04% 317
2025
Q3 		$2.28M Sell
7,351
-16,763
-70% -$5.25M ﹤0.01% 1007
2025
Q2 		$7.03M Sell
24,114
-3,378
-12% -$1.02M 0.01% 609
2025
Q1 		$8.75M Sell
27,492
-6,665
-20% -$2.26M 0.01% 545
2024
Q4 		$11.6M Sell
34,157
-30,597
-47% -$11.2M 0.02% 480
2024
Q3 		$24.4M Buy
64,754
+2,178
+3% +$753K 0.04% 389
2024
Q2 		$19.2M Buy
62,576
+4,704
+8% +$1.7M 0.03% 391
2024
Q1 		$23.4M Buy
57,872
+1,269
+2% +$496K 0.04% 357
2023
Q4 		$22.6M Sell
56,603
-691
-1% -$242K 0.04% 363
2023
Q3 		$20.4M Buy
57,294
+1,968
+4% +$716K 0.05% 343
2023
Q2 		$20.7M Buy
55,326
+4,580
+9% +$1.57M 0.05% 328
2023
Q1 		$17.4M Buy
50,746
+48,612
+2,278% +$17.3M 0.05% 342
2022
Q4 		$645K Buy
+2,134
New +$676K ﹤0.01% 1059

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

Corient Private Wealth's POOL Position: Q2 2026 in Review

Corient Private Wealth increased its Pool Corp (POOL) stake by 60% in Q2 2026, buying an estimated $32.3M and bringing the position to 433,569 shares worth $93.2M. The position accounts for 0.13% of the portfolio, ranked #154.

Corient Private Wealth first reported a position in POOL in Q4 2022 and has held it in 15 quarters since. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Corient Private Wealth held 433,569 shares of Pool Corp worth $93.2M as of Q2 2026.
  • Corient Private Wealth bought 161,787 Pool Corp shares in Q2 2026, an estimated $32.3M.
  • Pool Corp made up 0.13% of Corient Private Wealth's portfolio in Q2 2026, its #154 holding.
  • Corient Private Wealth first reported a position in Pool Corp in Q4 2022 and has held it in 15 quarters since.
  • 615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.