EWA
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EverSource Wealth Advisors’s Pool Corp POOL Stock Holding History

EverSource Wealth Advisors’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 		$8M Buy
37,236
+36,313
+3,934% +$7.25M 0.27% 76
2026
Q1 		$187K Buy
923
+243
+36% +$57.3K 0.01% 1094
2025
Q4 		$156K Sell
680
-103
-13% -$26.8K 0.01% 1079
2025
Q3 		$243K Sell
783
-567
-42% -$178K 0.01% 810
2025
Q2 		$393K Sell
1,350
-138
-9% -$41.7K 0.02% 544
2025
Q1 		$474K Buy
1,488
+24
+2% +$8.14K 0.03% 393
2024
Q4 		$499K Buy
1,464
+19
+1% +$6.92K 0.03% 370
2024
Q3 		$544K Sell
1,445
-1
-0.1% -$346 0.03% 308
2024
Q2 		$541K Sell
1,446
-12
-0.8% -$4.35K 0.04% 295
2024
Q1 		$529K Buy
1,458
+61
+4% +$23.8K 0.04% 258
2023
Q4 		$557K Sell
1,397
-93
-6% -$32.6K 0.05% 233
2023
Q3 		$530K Buy
1,490
+7
+0.5% +$2.55K 0.06% 223
2023
Q2 		$556K Buy
1,483
+210
+16% +$71.8K 0.06% 220
2023
Q1 		$436K Buy
1,273
+48
+4% +$17K 0.05% 237
2022
Q4 		$370K Sell
1,225
-723
-37% -$229K 0.06% 240
2022
Q3 		$620K Sell
1,948
-239
-11% -$85.3K 0.14% 142
2022
Q2 		$768K Sell
2,187
-11
-0.5% -$4.36K 0.2% 95
2022
Q1 		$930K Buy
2,198
+1,079
+96% +$504K 0.24% 78
2021
Q4 		$634K Buy
+1,119
New +$587K 0.18% 100

Other funds holding POOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EverSource Wealth Advisors's POOL Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Pool Corp (POOL) stake by 3,934% in Q2 2026, buying an estimated $7.25M and bringing the position to 37,236 shares worth $8M. The position accounts for 0.27% of the portfolio, ranked #76.

EverSource Wealth Advisors first reported a position in POOL in Q4 2021 and has held it in 19 quarters since. 609 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • EverSource Wealth Advisors held 37,236 shares of Pool Corp worth $8M as of Q2 2026.
  • EverSource Wealth Advisors bought 36,313 Pool Corp shares in Q2 2026, an estimated $7.25M.
  • Pool Corp made up 0.27% of EverSource Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • EverSource Wealth Advisors first reported a position in Pool Corp in Q4 2021 and has held it in 19 quarters since.
  • 609 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.