ELCO Management’s Pool Corp POOL Stock Holding History

ELCO 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 Q1	$317K	Sell	1,565 -1,201	-43%	-$283K	0.15%	118
2025 Q4	$633K	Buy	+2,766	New	+$719K	0.4%	59
2025 Q2	–	Sell	-647	Closed	-$206K	–	166
2025 Q1	$206K	Hold	647	–	–	0.11%	139
2024 Q4	$221K	Sell	647 -282	-30%	-$103K	0.12%	147
2024 Q3	$350K	Sell	929 -662	-42%	-$229K	0.19%	111
2024 Q2	$489K	Buy	1,591 +658	+71%	+$238K	0.28%	75
2024 Q1	$376K	Buy	933 +15	+2%	+$5.86K	0.23%	99
2023 Q4	$366K	Sell	918 -65	-7%	-$22.8K	0.24%	97
2023 Q3	$350K	Buy	983 +273	+38%	+$99.4K	0.25%	86
2023 Q2	$266K	Hold	710	–	–	0.19%	100
2023 Q1	$243K	Buy	+710	New	+$252K	0.18%	109
2022 Q4	–	Sell	-1,000	Closed	-$318K	–	148
2022 Q3	$318K	Buy	+1,000	New	+$357K	0.25%	87

Other funds holding POOL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ELCO Management's POOL Position: Q1 2026 in Review

ELCO Management reduced its Pool Corp (POOL) stake by 43% in Q1 2026, selling an estimated $283K and leaving 1,565 shares worth $317K. The position accounts for 0.15% of the portfolio, ranked #118.

ELCO Management first reported a position in POOL in Q3 2022 and has held it in 12 quarters since. The position peaked at $633K in Q4 2025. 601 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

ELCO Management held 1,565 shares of Pool Corp worth $317K as of Q1 2026.
ELCO Management sold 1,201 Pool Corp shares in Q1 2026, an estimated $283K.
Pool Corp made up 0.15% of ELCO Management's portfolio in Q1 2026, its #118 holding.
ELCO Management first reported a position in Pool Corp in Q3 2022 and has held it in 12 quarters since.
ELCO Management's Pool Corp position peaked at $633K in Q4 2025.
601 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on ELCO Management's 13F filing for Q1 2026, filed 24 Apr 2026.