HAG
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HighPoint Advisor Group’s Pool Corp POOL Stock Holding History

HighPoint Advisor Group’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
-1,022
Closed -$234K – 942
2025
Q4 		$234K Sell
1,022
-48
-4% -$12.5K 0.01% 969
2025
Q3 		$332K Sell
1,070
-19
-2% -$5.96K 0.02% 501
2025
Q2 		$317K Buy
1,089
+7
+0.6% +$2.12K 0.02% 497
2025
Q1 		$318K Buy
+1,082
New +$367K 0.02% 472
2024
Q4 		– Sell
-821
Closed -$298K – 730
2024
Q3 		$298K Buy
821
+56
+7% +$19.4K 0.02% 492
2024
Q2 		$285K Sell
765
-64
-8% -$23.2K 0.02% 486
2024
Q1 		$309K Buy
829
+8
+1% +$3.13K 0.02% 460
2023
Q4 		$335K Buy
+821
New +$288K 0.02% 443
2022
Q2 		$257K Buy
+691
New +$274K 0.03% 424
2021
Q3 		$283K Buy
653
+39
+6% +$18.5K 0.03% 415
2021
Q2 		$281K Sell
614
-14
-2% -$5.89K 0.03% 413
2021
Q1 		$232K Sell
628
-32
-5% -$11.1K 0.03% 429
2020
Q4 		$238K Sell
660
-9
-1% -$3.14K 0.03% 398
2020
Q3 		$257K Buy
+669
New +$207K 0.05% 299
2019
Q4 		– Sell
-717
Closed -$145K – 451
2019
Q3 		$145K Buy
717
+70
+11% +$13.5K 0.03% 371
2019
Q2 		$121K Buy
+647
New +$117K 0.03% 415

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 $3.37T AUM 44.26% 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

HighPoint Advisor Group's POOL Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Pool Corp (POOL) in Q1 2026, closing a stake of 1,022 shares — an estimated $234K sold.

HighPoint Advisor Group first reported a position in POOL in Q2 2019 and held it in 16 quarters. The position peaked at $335K in Q4 2023. 602 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Pool Corp position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 1,022 Pool Corp shares in Q1 2026, an estimated $234K.
  • HighPoint Advisor Group first reported a position in Pool Corp in Q2 2019 and held it in 16 quarters.
  • HighPoint Advisor Group's Pool Corp position peaked at $335K in Q4 2023.
  • 602 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.