Golden State Wealth Management’s Pool Corp POOL Stock Holding History

Golden State Wealth 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 Q2	$13.6K	Buy	63 +1	+2%	+$200	﹤0.01%	1039
2026 Q1	$12.7K	Hold	62	–	–	﹤0.01%	1039
2025 Q4	$14.3K	Hold	62	–	–	﹤0.01%	1008
2025 Q3	$19.3K	Hold	62	–	–	﹤0.01%	919
2025 Q2	$18.1K	Buy	+62	New	+$18.8K	﹤0.01%	915
2022 Q1	$1.28M	Buy	3,032 +217	+8%	+$101K	0.25%	76
2021 Q4	$1.59M	Buy	2,815 +465	+20%	+$244K	0.27%	66
2021 Q3	$1.02M	Buy	2,350 +196	+9%	+$92.9K	0.22%	86
2021 Q2	$988K	Buy	+2,154	New	+$907K	0.22%	96

Other funds holding POOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Golden State Wealth Management's POOL Position: Q2 2026 in Review

Golden State Wealth Management increased its Pool Corp (POOL) stake by 1.6% in Q2 2026, buying an estimated $200 and bringing the position to 63 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Golden State Wealth Management first reported a position in POOL in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.59M in Q4 2021. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

Golden State Wealth Management held 63 shares of Pool Corp worth $13.6K as of Q2 2026.
Golden State Wealth Management bought 1 Pool Corp share in Q2 2026, an estimated $200.
Pool Corp made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1039 holding.
Golden State Wealth Management first reported a position in Pool Corp in Q2 2021 and has held it in 9 quarters since.
Golden State Wealth Management's Pool Corp position peaked at $1.59M in Q4 2021.
615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.