KAS
POOL icon

Kestra Advisory Services’s Pool Corp POOL Stock Holding History

Kestra 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
Q1 		– Sell
-1,790
Closed -$410K – 4078
2025
Q4 		$410K Buy
1,790
+14
+0.8% +$3.64K ﹤0.01% 2300
2025
Q3 		$551K Buy
1,776
+243
+16% +$76.2K ﹤0.01% 1994
2025
Q2 		$447K Buy
1,533
+105
+7% +$31.8K ﹤0.01% 2050
2025
Q1 		$455K Sell
1,428
-306
-18% -$104K ﹤0.01% 1869
2024
Q4 		$591K Sell
1,734
-698
-29% -$254K ﹤0.01% 1763
2024
Q3 		$916K Sell
2,432
-54
-2% -$18.7K 0.01% 1380
2024
Q2 		$764K Buy
2,486
+215
+9% +$77.9K ﹤0.01% 1491
2024
Q1 		$916K Buy
2,271
+191
+9% +$74.7K 0.01% 1294
2023
Q4 		$829K Buy
2,080
+156
+8% +$54.7K 0.01% 1222
2023
Q3 		$685K Buy
1,924
+76
+4% +$27.7K 0.01% 1194
2023
Q2 		$692K Buy
1,848
+37
+2% +$12.6K 0.01% 1157
2023
Q1 		$620K Sell
1,811
-1,216
-40% -$432K 0.01% 1171
2022
Q4 		$915K Buy
3,027
+1,171
+63% +$371K 0.01% 1096
2022
Q3 		$591K Buy
1,856
+42
+2% +$15K 0.01% 1226
2022
Q2 		$637K Buy
1,814
+448
+33% +$178K 0.01% 1178
2022
Q1 		$578K Sell
1,366
-4
-0.3% -$1.87K 0.01% 1207
2021
Q4 		$775K Sell
1,370
-212
-13% -$111K 0.01% 1090
2021
Q3 		$687K Buy
1,582
+331
+26% +$157K 0.01% 1219
2021
Q2 		$574K Buy
1,251
+43
+4% +$18.1K 0.01% 1217
2021
Q1 		$417K Buy
+1,208
New +$421K 0.01% 1276

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 $3.38T AUM 44.17% 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

Kestra Advisory Services's POOL Position: Q1 2026 in Review

Kestra Advisory Services sold out of Pool Corp (POOL) in Q1 2026, closing a stake of 1,790 shares — an estimated $410K sold.

Kestra Advisory Services first reported a position in POOL in Q1 2021 and held it in 20 quarters. The position peaked at $916K in Q3 2024. 605 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

  • Kestra Advisory Services reported no remaining Pool Corp position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,790 Pool Corp shares in Q1 2026, an estimated $410K.
  • Kestra Advisory Services first reported a position in Pool Corp in Q1 2021 and held it in 20 quarters.
  • Kestra Advisory Services's Pool Corp position peaked at $916K in Q3 2024.
  • 605 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.