HWM
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HB Wealth Management’s Pool Corp POOL Stock Holding History

HB 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 		$832K Buy
3,873
+1,636
+73% +$326K ﹤0.01% 828
2026
Q1 		$453K Buy
2,237
+1,064
+91% +$251K ﹤0.01% 1026
2025
Q4 		$268K Sell
1,173
-271
-19% -$70.5K ﹤0.01% 1195
2025
Q3 		$448K Buy
1,444
+116
+9% +$36.4K ﹤0.01% 912
2025
Q2 		$387K Sell
1,328
-4
-0.3% -$1.21K ﹤0.01% 839
2025
Q1 		$424K Buy
1,332
+184
+16% +$62.4K ﹤0.01% 820
2024
Q4 		$391K Buy
1,148
+4
+0.3% +$1.46K ﹤0.01% 711
2024
Q3 		$431K Sell
1,144
-25
-2% -$8.65K ﹤0.01% 639
2024
Q2 		$359K Buy
1,169
+56
+5% +$20.3K ﹤0.01% 647
2024
Q1 		$449K Sell
1,113
-157
-12% -$61.4K 0.01% 538
2023
Q4 		$506K Buy
1,270
+117
+10% +$41K 0.01% 459
2023
Q3 		$411K Buy
1,153
+222
+24% +$80.8K 0.01% 486
2023
Q2 		$349K Sell
931
-22
-2% -$7.52K 0.01% 509
2023
Q1 		$326K Sell
953
-3
-0.3% -$1.06K 0.01% 511
2022
Q4 		$289K Buy
956
+23
+2% +$7.29K 0.01% 524
2022
Q3 		$297K Sell
933
-136
-13% -$48.5K 0.01% 440
2022
Q2 		$375K Buy
1,069
+34
+3% +$13.5K 0.01% 400
2022
Q1 		$438K Buy
1,035
+84
+9% +$39.2K 0.01% 371
2021
Q4 		$538K Buy
+951
New +$499K 0.01% 308

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 $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HB Wealth Management's POOL Position: Q2 2026 in Review

HB Wealth Management increased its Pool Corp (POOL) stake by 73% in Q2 2026, buying an estimated $326K and bringing the position to 3,873 shares worth $832K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

HB Wealth Management first reported a position in POOL in Q4 2021 and has held it in 19 quarters since. 618 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • HB Wealth Management held 3,873 shares of Pool Corp worth $832K as of Q2 2026.
  • HB Wealth Management bought 1,636 Pool Corp shares in Q2 2026, an estimated $326K.
  • Pool Corp made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #828 holding.
  • HB Wealth Management first reported a position in Pool Corp in Q4 2021 and has held it in 19 quarters since.
  • 618 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.