Edgestream Partners’s Pool Corp POOL Stock Holding History

Edgestream 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 Q1	–	Sell	-26,203	Closed	-$5.99M	–	1058
2025 Q4	$5.99M	Buy	+26,203	New	+$6.82M	0.17%	192
2025 Q2	–	Sell	-11,642	Closed	-$3.71M	–	1022
2025 Q1	$3.71M	Buy	11,642 +5,531	+91%	+$1.88M	0.13%	314
2024 Q4	$2.08M	Buy	+6,111	New	+$2.23M	0.09%	389
2024 Q3	–	Sell	-11,563	Closed	-$3.55M	–	1030
2024 Q2	$3.55M	Sell	11,563 -6,330	-35%	-$2.29M	0.17%	203
2024 Q1	$7.22M	Buy	+17,893	New	+$6.99M	0.36%	37
2023 Q3	–	Sell	-3,096	Closed	-$1.16M	–	938
2023 Q2	$1.16M	Sell	3,096 -13,393	-81%	-$4.58M	0.11%	328
2023 Q1	$5.65M	Sell	16,489 -18,392	-53%	-$6.53M	0.62%	23
2022 Q4	$10.5M	Sell	34,881 -11,624	-25%	-$3.68M	1.19%	6
2022 Q3	$14.8M	Buy	46,505 +37,578	+421%	+$13.4M	1.14%	9
2022 Q2	$3.13M	Buy	+8,927	New	+$3.54M	0.25%	136
2022 Q1	–	Sell	-11,056	Closed	-$6.26M	–	614
2021 Q4	$6.26M	Buy	11,056 +6,253	+130%	+$3.28M	0.39%	66
2021 Q3	$2.09M	Buy	4,803 +3,308	+221%	+$1.57M	0.13%	232
2021 Q2	$686K	Buy	+1,495	New	+$629K	0.04%	325

Other funds holding POOL

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edgestream Partners's POOL Position: Q1 2026 in Review

Edgestream Partners sold out of Pool Corp (POOL) in Q1 2026, closing a stake of 26,203 shares — an estimated $5.99M sold.

Edgestream Partners first reported a position in POOL in Q2 2021 and held it in 13 quarters. The position peaked at $14.8M in Q3 2022. 604 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

Edgestream Partners reported no remaining Pool Corp position as of Q1 2026 after selling out during the quarter.
Edgestream Partners sold 26,203 Pool Corp shares in Q1 2026, an estimated $5.99M.
Edgestream Partners first reported a position in Pool Corp in Q2 2021 and held it in 13 quarters.
Edgestream Partners's Pool Corp position peaked at $14.8M in Q3 2022.
604 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.