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Forum Financial Management’s Pool Corp POOL Stock Holding History

Forum Financial 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 		– Sell
-883
Closed -$202K – 815
2025
Q4 		$202K Buy
+883
New +$230K ﹤0.01% 972
2025
Q1 		– Sell
-621
Closed -$212K – 919
2024
Q4 		$212K Buy
+621
New +$226K ﹤0.01% 823

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 $3.38T AUM 44.17% 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

Forum Financial Management's POOL Position: Q1 2026 in Review

Forum Financial Management sold out of Pool Corp (POOL) in Q1 2026, closing a stake of 883 shares — an estimated $202K sold.

Forum Financial Management first reported a position in POOL in Q4 2024 and held it in 2 quarters. The position peaked at $212K in Q4 2024. 605 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

  • Forum Financial Management reported no remaining Pool Corp position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 883 Pool Corp shares in Q1 2026, an estimated $202K.
  • Forum Financial Management first reported a position in Pool Corp in Q4 2024 and held it in 2 quarters.
  • Forum Financial Management's Pool Corp position peaked at $212K in Q4 2024.
  • 605 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.