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Equitable Trust’s Pool Corp POOL Stock Holding History

Equitable Trust’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
-2,305
Closed -$527K – 486
2025
Q4 		$527K Buy
2,305
+204
+10% +$53.1K 0.02% 309
2025
Q3 		$651K Sell
2,101
-7
-0.3% -$2.19K 0.03% 287
2025
Q2 		$614K Sell
2,108
-144
-6% -$43.6K 0.03% 290
2025
Q1 		$717K Buy
2,252
+9
+0.4% +$3.05K 0.04% 261
2024
Q4 		$765K Buy
2,243
+18
+0.8% +$6.56K 0.04% 259
2024
Q3 		$838K Buy
2,225
+439
+25% +$152K 0.05% 232
2024
Q2 		$549K Buy
1,786
+277
+18% +$100K 0.04% 281
2024
Q1 		$609K Hold
1,509
– – 0.04% 271
2023
Q4 		$602K Buy
+1,509
New +$529K 0.05% 250

Other funds holding POOL

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Equitable Trust's POOL Position: Q1 2026 in Review

Equitable Trust sold out of Pool Corp (POOL) in Q1 2026, closing a stake of 2,305 shares — an estimated $527K sold.

Equitable Trust first reported a position in POOL in Q4 2023 and held it in 9 quarters. The position peaked at $838K in Q3 2024. 604 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

  • Equitable Trust reported no remaining Pool Corp position as of Q1 2026 after selling out during the quarter.
  • Equitable Trust sold 2,305 Pool Corp shares in Q1 2026, an estimated $527K.
  • Equitable Trust first reported a position in Pool Corp in Q4 2023 and held it in 9 quarters.
  • Equitable Trust's Pool Corp position peaked at $838K in Q3 2024.
  • 604 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.