CWP
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
Q2 		– Sell
-2,526
Closed -$511K – 878
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

CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 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

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

Curated Wealth Partners sold out of Pool Corp (POOL) in Q2 2026, closing a stake of 2,526 shares — an estimated $511K sold.

Curated Wealth Partners first reported a position in POOL in Q4 2020 and held it in 3 quarters. The position peaked at $651K in Q4 2020. 136 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Curated Wealth Partners reported no remaining Pool Corp position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 2,526 Pool Corp shares in Q2 2026, an estimated $511K.
  • Curated Wealth Partners first reported a position in Pool Corp in Q4 2020 and held it in 3 quarters.
  • Curated Wealth Partners's Pool Corp position peaked at $651K in Q4 2020.
  • 136 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

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