EWP
POOL icon

Elevation Wealth Partners’s Pool Corp POOL Stock Holding History

Elevation 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
Q3 		$15.4K Sell
95
-43
-31% -$8.13K ﹤0.01% 753
2026
Q2 		$29.7K Buy
138
+133
+2,660% +$26.5K 0.01% 449
2026
Q1 		$1.01K Buy
+5
New +$1.18K ﹤0.01% 996

Other funds holding POOL

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Elevation Wealth Partners's POOL Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Pool Corp (POOL) stake by 31% in Q3 2026, selling an estimated $8.13K and leaving 95 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Elevation Wealth Partners first reported a position in POOL in Q1 2026 and has held it in 3 quarters since. The position peaked at $29.7K in Q2 2026. 14 funds tracked by Wall St. Rank hold POOL as of Q3 2026.

  • Elevation Wealth Partners held 95 shares of Pool Corp worth $15.4K as of Q3 2026.
  • Elevation Wealth Partners sold 43 Pool Corp shares in Q3 2026, an estimated $8.13K.
  • Pool Corp made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #753 holding.
  • Elevation Wealth Partners first reported a position in Pool Corp in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Pool Corp position peaked at $29.7K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Pool Corp as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.