HWA
POOL icon

Heritage Wealth Advisors’s Pool Corp POOL Stock Holding History

Heritage 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 		$91.1K Sell
424
-81
-16% -$16.2K ﹤0.01% 273
2026
Q1 		$102K Buy
+505
New +$119K ﹤0.01% 252

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

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

Heritage Wealth Advisors reduced its Pool Corp (POOL) stake by 16% in Q2 2026, selling an estimated $16.2K and leaving 424 shares worth $91.1K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Heritage Wealth Advisors first reported a position in POOL in Q1 2026 and has held it in 2 quarters since. The position peaked at $102K in Q1 2026. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Heritage Wealth Advisors held 424 shares of Pool Corp worth $91.1K as of Q2 2026.
  • Heritage Wealth Advisors sold 81 Pool Corp shares in Q2 2026, an estimated $16.2K.
  • Pool Corp made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #273 holding.
  • Heritage Wealth Advisors first reported a position in Pool Corp in Q1 2026 and has held it in 2 quarters since.
  • Heritage Wealth Advisors's Pool Corp position peaked at $102K in Q1 2026.
  • 615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.