Curated Wealth Partners
POOL icon

Curated Wealth Partners’s Pool Corp POOL Stock Holding History

Curated 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
Q3 		$333K Sell
2,058
-253
-11% -$47.9K 0.03% 393
2026
Q2 		$497K Sell
2,311
-215
-9% -$42.9K 0.06% 105
2026
Q1 		$511K Buy
+2,526
New +$595K 0.06% 112
2025
Q2 		– Sell
-682
Closed -$217K – 166
2025
Q1 		$217K Buy
+682
New +$231K 0.03% 144
2021
Q1 		– Sell
-1,748
Closed -$651K – 139
2020
Q4 		$651K Buy
+1,748
New +$610K 0.42% 42

Other funds holding POOL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Curated Wealth Partners's POOL Position: Q3 2026 in Review

Curated Wealth Partners reduced its Pool Corp (POOL) stake by 11% in Q3 2026, selling an estimated $47.9K and leaving 2,058 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #393.

Curated Wealth Partners first reported a position in POOL in Q4 2020 and has held it in 5 quarters since. The position peaked at $651K in Q4 2020. 431 funds tracked by Wall St. Rank hold POOL as of Q3 2026.

  • Curated Wealth Partners held 2,058 shares of Pool Corp worth $333K as of Q3 2026.
  • Curated Wealth Partners sold 253 Pool Corp shares in Q3 2026, an estimated $47.9K.
  • Pool Corp made up 0.03% of Curated Wealth Partners's portfolio in Q3 2026, its #393 holding.
  • Curated Wealth Partners first reported a position in Pool Corp in Q4 2020 and has held it in 5 quarters since.
  • Curated Wealth Partners's Pool Corp position peaked at $651K in Q4 2020.
  • 431 funds tracked by Wall St. Rank held Pool Corp as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.