IAS
POOL icon

Investment Advisory Services’s Pool Corp POOL Stock Holding History

Investment 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
-3,198
Closed -$647K – 144
2026
Q1 		$647K Hold
3,198
– – 0.21% 69
2025
Q4 		$732K Sell
3,198
-148
-4% -$38.5K 0.23% 68
2025
Q3 		$1.04M Buy
3,346
+1
+0% +$313 0.33% 54
2025
Q2 		$975K Sell
3,345
-200
-6% -$60.5K 0.33% 56
2025
Q1 		$1.13M Sell
3,545
-37
-1% -$12.6K 0.41% 51
2024
Q4 		$1.22M Sell
3,582
-122
-3% -$44.5K 0.43% 51
2024
Q3 		$1.4M Sell
3,704
-3
-0.1% -$1.04K 0.49% 45
2024
Q2 		$1.14M Sell
3,707
-89
-2% -$32.2K 0.42% 49
2024
Q1 		$1.53M Buy
3,796
+1
+0% +$391 0.56% 42
2023
Q4 		$1.51M Sell
3,795
-98
-3% -$34.4K 0.6% 43
2023
Q3 		$1.39M Sell
3,893
-21
-0.5% -$7.64K 0.6% 44
2023
Q2 		$1.47M Buy
3,914
+1
+0% +$342 0.62% 42
2023
Q1 		$1.34M Hold
3,913
– – 0.66% 45
2022
Q4 		$1.18M Buy
3,913
+4
+0.1% +$1.27K 0.61% 44
2022
Q3 		$1.24M Buy
3,909
+30
+0.8% +$10.7K 0.74% 37
2022
Q2 		$1.36M Hold
3,879
– – 0.79% 39
2022
Q1 		$1.64M Buy
3,879
+1
+0% +$467 0.91% 35
2021
Q4 		$2.19M Sell
3,878
-288
-7% -$151K 1.2% 24
2021
Q3 		$1.81M Hold
4,166
– – 1.11% 27
2021
Q2 		$1.91M Buy
+4,166
New +$1.75M 1.18% 26
2020
Q4 		$1.55M Buy
4,153
+18
+0.4% +$6.28K 1.08% 31
2020
Q3 		$1.38M Buy
4,135
+67
+2% +$20.7K 1.09% 27
2020
Q2 		$1.11M Buy
4,068
+65
+2% +$15K 0.95% 32
2020
Q1 		$796K Buy
+4,003
New +$852K 0.85% 37

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

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

Investment Advisory Services sold out of Pool Corp (POOL) in Q2 2026, closing a stake of 3,198 shares — an estimated $647K sold.

Investment Advisory Services first reported a position in POOL in Q1 2020 and held it in 24 quarters. The position peaked at $2.19M in Q4 2021. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Investment Advisory Services reported no remaining Pool Corp position as of Q2 2026 after selling out during the quarter.
  • Investment Advisory Services sold 3,198 Pool Corp shares in Q2 2026, an estimated $647K.
  • Investment Advisory Services first reported a position in Pool Corp in Q1 2020 and held it in 24 quarters.
  • Investment Advisory Services's Pool Corp position peaked at $2.19M in Q4 2021.
  • 615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.