HFO
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Heritage Family Offices’s Pool Corp POOL Stock Holding History

Heritage Family Offices’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
-1,298
Closed -$297K – 231
2025
Q4 		$297K Sell
1,298
-408
-24% -$106K 0.13% 145
2025
Q3 		$529K Buy
1,706
+51
+3% +$16K 0.25% 90
2025
Q2 		$521K Hold
1,655
– – 0.26% 90
2025
Q1 		$527K Buy
1,655
+362
+28% +$123K 0.27% 89
2024
Q4 		$441K Buy
1,293
+15
+1% +$5.47K 0.22% 94
2024
Q3 		$482K Buy
1,278
+28
+2% +$9.69K 0.25% 85
2024
Q2 		$384K Buy
+1,250
New +$453K 0.21% 95

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

Heritage Family Offices's POOL Position: Q1 2026 in Review

Heritage Family Offices sold out of Pool Corp (POOL) in Q1 2026, closing a stake of 1,298 shares — an estimated $297K sold.

Heritage Family Offices first reported a position in POOL in Q2 2024 and held it in 7 quarters. The position peaked at $529K in Q3 2025. 605 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

  • Heritage Family Offices reported no remaining Pool Corp position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 1,298 Pool Corp shares in Q1 2026, an estimated $297K.
  • Heritage Family Offices first reported a position in Pool Corp in Q2 2024 and held it in 7 quarters.
  • Heritage Family Offices's Pool Corp position peaked at $529K in Q3 2025.
  • 605 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.