JWM
POOL icon

JGP Wealth Management’s Pool Corp POOL Stock Holding History

JGP Wealth Management’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
-10,016
Closed -$2.29M – 238
2025
Q4 		$2.29M Sell
10,016
-15,200
-60% -$3.95M 0.24% 66
2025
Q3 		$7.87M Sell
25,216
-8,883
-26% -$2.78M 0.87% 31
2025
Q2 		$9.94M Buy
34,099
+151
+0.4% +$45.7K 1.2% 27
2025
Q1 		$10.8M Sell
33,948
-79
-0.2% -$26.8K 1.42% 24
2024
Q4 		$11.6M Buy
34,027
+1,587
+5% +$578K 1.5% 22
2024
Q3 		$12.2M Sell
32,440
-3,194
-9% -$1.1M 1.57% 23
2024
Q2 		$11M Sell
35,634
-19
-0.1% -$6.88K 1.56% 22
2024
Q1 		$14.4M Sell
35,653
-3,080
-8% -$1.2M 2.09% 11
2023
Q4 		$15.4M Buy
38,733
+714
+2% +$250K 2.29% 11
2023
Q3 		$13.5M Buy
38,019
+625
+2% +$227K 2.27% 10
2023
Q2 		$14M Buy
37,394
+1,003
+3% +$343K 2.29% 10
2023
Q1 		$12.5M Buy
36,391
+894
+3% +$317K 2.19% 14
2022
Q4 		$10.7M Buy
35,497
+22,559
+174% +$7.15M 1.97% 17
2022
Q3 		$4.16M Sell
12,938
-17,866
-58% -$6.37M 0.88% 41
2022
Q2 		$11.5M Buy
30,804
+1,500
+5% +$595K 2.32% 11
2022
Q1 		$12.4M Buy
29,304
+766
+3% +$358K 2.28% 12
2021
Q4 		$15.1M Buy
28,538
+474
+2% +$248K 2.81% 5
2021
Q3 		$12.2M Sell
28,064
-39
-0.1% -$18.5K 2.63% 7
2021
Q2 		$12.9M Buy
+28,103
New +$11.8M 2.77% 5

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

JGP Wealth Management's POOL Position: Q1 2026 in Review

JGP Wealth Management sold out of Pool Corp (POOL) in Q1 2026, closing a stake of 10,016 shares — an estimated $2.29M sold.

JGP Wealth Management first reported a position in POOL in Q2 2021 and held it in 19 quarters. The position peaked at $15.4M in Q4 2023. 604 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

  • JGP Wealth Management reported no remaining Pool Corp position as of Q1 2026 after selling out during the quarter.
  • JGP Wealth Management sold 10,016 Pool Corp shares in Q1 2026, an estimated $2.29M.
  • JGP Wealth Management first reported a position in Pool Corp in Q2 2021 and held it in 19 quarters.
  • JGP Wealth Management's Pool Corp position peaked at $15.4M in Q4 2023.
  • 604 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on JGP Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.