Impact Partnership Wealth
POOL icon

Impact Partnership Wealth’s Pool Corp POOL Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-1,100
Closed -$236K – 522
2026
Q2 		$236K Buy
+1,100
New +$219K 0.02% 389
2024
Q3 		– Sell
-1,136
Closed -$349K – 277
2024
Q2 		$349K Buy
1,136
+496
+78% +$180K 0.09% 148
2024
Q1 		$259K Buy
640
+123
+24% +$48.1K 0.1% 137
2023
Q4 		$206K Buy
517
+397
+331% +$139K 0.08% 180
2023
Q3 		$42.7K Buy
+120
New +$43.7K 0.01% 417

Other funds holding POOL

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Impact Partnership Wealth's POOL Position: Q3 2026 in Review

Impact Partnership Wealth sold out of Pool Corp (POOL) in Q3 2026, closing a stake of 1,100 shares — an estimated $236K sold.

Impact Partnership Wealth first reported a position in POOL in Q3 2023 and held it in 5 quarters. The position peaked at $349K in Q2 2024. 306 funds tracked by Wall St. Rank hold POOL as of Q3 2026.

  • Impact Partnership Wealth reported no remaining Pool Corp position as of Q3 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,100 Pool Corp shares in Q3 2026, an estimated $236K.
  • Impact Partnership Wealth first reported a position in Pool Corp in Q3 2023 and held it in 5 quarters.
  • Impact Partnership Wealth's Pool Corp position peaked at $349K in Q2 2024.
  • 306 funds tracked by Wall St. Rank held Pool Corp as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.