Diversify Wealth Management’s Pool Corp POOL Stock Holding History

Diversify Wealth 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	$969K	Sell	5,251 -2,724	-34%	-$544K	0.02%	642
2026 Q1	$1.67M	Buy	7,975 +2,609	+49%	+$615K	0.03%	432
2025 Q4	$1.41M	Sell	5,366 -597	-10%	-$155K	0.07%	261
2025 Q3	$1.55M	Buy	5,963 +72	+1%	+$22.6K	0.09%	211
2025 Q2	$1.84M	Buy	5,891 +696	+13%	+$211K	0.11%	187
2025 Q1	$1.53M	Sell	5,195 -549	-10%	-$186K	0.11%	196
2024 Q4	$1.87M	Buy	5,744 +953	+20%	+$347K	0.15%	162
2024 Q3	$1.68M	Buy	4,791 +211	+5%	+$73K	0.16%	152
2024 Q2	$1.6M	Buy	+4,580	New	+$1.66M	0.2%	114

Other funds holding POOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Diversify Wealth Management's POOL Position: Q2 2026 in Review

Diversify Wealth Management reduced its Pool Corp (POOL) stake by 34% in Q2 2026, selling an estimated $544K and leaving 5,251 shares worth $969K. The position accounts for 0.02% of the portfolio, ranked #642.

Diversify Wealth Management first reported a position in POOL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.87M in Q4 2024. 618 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

Diversify Wealth Management held 5,251 shares of Pool Corp worth $969K as of Q2 2026.
Diversify Wealth Management sold 2,724 Pool Corp shares in Q2 2026, an estimated $544K.
Pool Corp made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #642 holding.
Diversify Wealth Management first reported a position in Pool Corp in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Pool Corp position peaked at $1.87M in Q4 2024.
618 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.