IMA Advisory Services’s Pool Corp POOL Stock Holding History

IMA Advisory Services’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	–	Sell	-49	Closed	-$9.91K	–	1424
2026 Q1	$9.91K	Hold	49	–	–	﹤0.01%	332
2025 Q4	$11.2K	Hold	49	–	–	﹤0.01%	333
2025 Q3	$15.2K	Hold	49	–	–	﹤0.01%	304
2025 Q2	$14.3K	Hold	49	–	–	﹤0.01%	297
2025 Q1	$15.6K	Buy	+49	New	+$16.6K	﹤0.01%	293
2024 Q4	–	Sell	-49	Closed	-$18.5K	–	255
2024 Q3	$18.5K	Buy	+49	New	+$17K	﹤0.01%	226
2023 Q4	–	Sell	-49	Closed	-$17.4K	–	216
2023 Q3	$17.4K	Hold	49	–	–	﹤0.01%	222
2023 Q2	$18.4K	Hold	49	–	–	﹤0.01%	225
2023 Q1	$16.8K	Hold	49	–	–	﹤0.01%	220
2022 Q4	$14.8K	Sell	49 -100	-67%	-$31.7K	﹤0.01%	236
2022 Q3	$47K	Hold	149	–	–	0.01%	182
2022 Q2	$52K	Buy	149 +100	+204%	+$39.7K	0.01%	186
2022 Q1	$21K	Hold	49	–	–	﹤0.01%	204
2021 Q4	$28K	Hold	49	–	–	0.01%	195
2021 Q3	$21K	Hold	49	–	–	0.01%	197
2021 Q2	$22K	Hold	49	–	–	0.01%	191
2021 Q1	$17K	Hold	49	–	–	﹤0.01%	212
2020 Q4	$18K	Hold	49	–	–	0.01%	189
2020 Q3	$16K	Buy	+49	New	+$15.2K	0.01%	185

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

IMA Advisory Services's POOL Position: Q2 2026 in Review

IMA Advisory Services sold out of Pool Corp (POOL) in Q2 2026, closing a stake of 49 shares — an estimated $9.91K sold.

IMA Advisory Services first reported a position in POOL in Q3 2020 and held it in 19 quarters. The position peaked at $52K in Q2 2022. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

IMA Advisory Services reported no remaining Pool Corp position as of Q2 2026 after selling out during the quarter.
IMA Advisory Services sold 49 Pool Corp shares in Q2 2026, an estimated $9.91K.
IMA Advisory Services first reported a position in Pool Corp in Q3 2020 and held it in 19 quarters.
IMA Advisory Services's Pool Corp position peaked at $52K in Q2 2022.
615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.