IWC
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Integrated Wealth Concepts’s Pool Corp POOL Stock Holding History

Integrated Wealth Concepts’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 		$850K Buy
3,953
+1,781
+82% +$355K 0.01% 1315
2026
Q1 		$440K Buy
+2,172
New +$512K ﹤0.01% 1617
2025
Q3 		– Sell
-2,953
Closed -$861K – 2073
2025
Q2 		$861K Sell
2,953
-1,195
-29% -$361K 0.01% 1007
2025
Q1 		$1.32M Buy
4,148
+280
+7% +$95K 0.02% 709
2024
Q4 		$1.32M Buy
3,868
+53
+1% +$19.3K 0.02% 705
2024
Q3 		$1.44M Sell
3,815
-101
-3% -$34.9K 0.02% 658
2024
Q2 		$1.2M Buy
3,916
+148
+4% +$53.6K 0.02% 681
2024
Q1 		$1.52M Buy
3,768
+250
+7% +$97.7K 0.02% 599
2023
Q4 		$1.4M Sell
3,518
-1,066
-23% -$374K 0.02% 602
2023
Q3 		$1.63M Buy
4,584
+88
+2% +$32K 0.03% 519
2023
Q2 		$1.68M Buy
4,496
+2,002
+80% +$684K 0.03% 524
2023
Q1 		$854K Buy
+2,494
New +$885K 0.02% 674
2022
Q2 		– Sell
-523
Closed -$221K – 1055
2022
Q1 		$221K Sell
523
-1,462
-74% -$683K 0.01% 845
2021
Q4 		$1.12M Sell
1,985
-183
-8% -$95.9K 0.03% 380
2021
Q3 		$942K Buy
2,168
+82
+4% +$38.9K 0.03% 399
2021
Q2 		$957K Buy
2,086
+72
+4% +$30.3K 0.03% 365
2021
Q1 		$695K Buy
2,014
+44
+2% +$15.3K 0.03% 387
2020
Q4 		$734K Buy
1,970
+288
+17% +$100K 0.03% 311
2020
Q3 		$563K Buy
1,682
+80
+5% +$24.7K 0.03% 318
2020
Q2 		$436K Buy
1,602
+203
+15% +$47K 0.03% 321
2020
Q1 		$275K Sell
1,399
-68
-5% -$14.5K 0.03% 326
2019
Q4 		$312K Buy
1,467
+86
+6% +$17.8K 0.03% 361
2019
Q3 		$279K Buy
1,381
+209
+18% +$40.3K 0.03% 327
2019
Q2 		$224K Buy
+1,172
New +$212K 0.03% 341

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 $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Integrated Wealth Concepts's POOL Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Pool Corp (POOL) stake by 82% in Q2 2026, buying an estimated $355K and bringing the position to 3,953 shares worth $850K. The position accounts for 0.01% of the portfolio, ranked #1315.

Integrated Wealth Concepts first reported a position in POOL in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.68M in Q2 2023. 618 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Integrated Wealth Concepts held 3,953 shares of Pool Corp worth $850K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,781 Pool Corp shares in Q2 2026, an estimated $355K.
  • Pool Corp made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1315 holding.
  • Integrated Wealth Concepts first reported a position in Pool Corp in Q2 2019 and has held it in 24 quarters since.
  • Integrated Wealth Concepts's Pool Corp position peaked at $1.68M in Q2 2023.
  • 618 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.