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 		$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 $6.73T 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

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

Curated Wealth Partners reduced its Pool Corp (POOL) stake by 8.5% in Q2 2026, selling an estimated $42.9K and leaving 2,311 shares worth $497K. The position accounts for 0.06% of the portfolio, ranked #105.

Curated Wealth Partners first reported a position in POOL in Q4 2020 and has held it in 4 quarters since. The position peaked at $651K in Q4 2020. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Curated Wealth Partners held 2,311 shares of Pool Corp worth $497K as of Q2 2026.
  • Curated Wealth Partners sold 215 Pool Corp shares in Q2 2026, an estimated $42.9K.
  • Pool Corp made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • Curated Wealth Partners first reported a position in Pool Corp in Q4 2020 and has held it in 4 quarters since.
  • Curated Wealth Partners's Pool Corp position peaked at $651K in Q4 2020.
  • 615 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.