Loring Wolcott & Coolidge Fiduciary Advisors’s Pool Corp POOL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$403K	Hold	1,875	–	–	﹤0.01%	252
2026 Q1	$403K	Hold	1,875	–	–	﹤0.01%	257
2025 Q4	$496K	Hold	1,875	–	–	﹤0.01%	239
2025 Q3	$563K	Hold	1,875	–	–	﹤0.01%	230
2025 Q2	$547K	Hold	1,875	–	–	﹤0.01%	205
2025 Q1	$580K	Sell	1,875 -150	-7%	-$50.9K	0.01%	201
2024 Q4	$729K	Hold	2,025	–	–	0.01%	191
2024 Q3	$764K	Hold	2,025	–	–	0.01%	184
2024 Q2	$682K	Sell	2,025 -15	-0.7%	-$5.43K	0.01%	183
2024 Q1	$746K	Buy	2,040 +15	+0.7%	+$5.86K	0.01%	170
2023 Q4	$752K	Hold	2,025	–	–	0.01%	172
2023 Q3	$661K	Hold	2,025	–	–	0.01%	175
2023 Q2	$759K	Buy	2,025 +75	+4%	+$25.6K	0.01%	167
2023 Q1	$668K	Hold	1,950	–	–	0.01%	177
2022 Q4	$590K	Buy	1,950 +150	+8%	+$47.5K	0.01%	186
2022 Q3	$573K	Sell	1,800 -100	-5%	-$35.7K	0.01%	187
2022 Q2	$667K	Hold	1,900	–	–	0.01%	184
2022 Q1	$803K	Hold	1,900	–	–	0.01%	180
2021 Q4	$1.07M	Hold	1,900	–	–	0.01%	169
2021 Q3	$825K	Buy	1,900 +100	+6%	+$47.4K	0.01%	181
2021 Q2	$826K	Hold	1,800	–	–	0.01%	186
2021 Q1	$621K	Hold	1,800	–	–	0.01%	197
2020 Q4	$671K	Hold	1,800	–	–	0.01%	182
2020 Q3	$602K	Hold	1,800	–	–	0.01%	175
2020 Q2	$489K	Hold	1,800	–	–	0.01%	178
2020 Q1	$354K	Hold	1,800	–	–	0.01%	194
2019 Q4	$382K	Hold	1,800	–	–	0.01%	220
2019 Q3	$363K	Hold	1,800	–	–	0.01%	218
2019 Q2	$344K	Hold	1,800	–	–	0.01%	219
2019 Q1	$297K	Hold	1,800	–	–	﹤0.01%	223
2018 Q4	$268K	Hold	1,800	–	–	﹤0.01%	231
2018 Q3	$300K	Hold	1,800	–	–	﹤0.01%	234
2018 Q2	$273K	Hold	1,800	–	–	﹤0.01%	249
2018 Q1	$263K	Hold	1,800	–	–	﹤0.01%	247
2017 Q4	$233K	Hold	1,800	–	–	﹤0.01%	264
2017 Q3	$195K	Hold	1,800	–	–	﹤0.01%	282
2017 Q2	$195K	Hold	1,800	–	–	﹤0.01%	276
2017 Q1	$215K	Hold	1,800	–	–	﹤0.01%	269
2016 Q4	$188K	Hold	1,800	–	–	﹤0.01%	271
2016 Q3	$170K	Hold	1,800	–	–	﹤0.01%	277
2016 Q2	$169K	Hold	1,800	–	–	﹤0.01%	270
2016 Q1	$158K	Hold	1,800	–	–	﹤0.01%	265
2015 Q4	$145K	Hold	1,800	–	–	﹤0.01%	299
2015 Q3	$126K	Hold	1,800	–	–	﹤0.01%	330
2015 Q2	$126K	Hold	1,800	–	–	﹤0.01%	330
2015 Q1	$126K	Hold	1,800	–	–	﹤0.01%	339
2014 Q4	$114K	Hold	1,800	–	–	﹤0.01%	343
2014 Q3	$97K	Hold	1,800	–	–	﹤0.01%	347
2014 Q2	$102K	Hold	1,800	–	–	﹤0.01%	358
2014 Q1	$110K	Hold	1,800	–	–	﹤0.01%	330
2013 Q4	$105K	Hold	1,800	–	–	﹤0.01%	326
2013 Q3	$101K	Hold	1,800	–	–	﹤0.01%	307
2013 Q2	$94K	Buy	+1,800	New	+$91.2K	﹤0.01%	327

Other funds holding POOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's POOL Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Pool Corp (POOL) position steady in Q2 2026 at 1,875 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in POOL in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.07M in Q4 2021. 283 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,875 shares of Pool Corp worth $403K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Pool Corp share count unchanged in Q2 2026.
Pool Corp made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #252 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Pool Corp in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Pool Corp position peaked at $1.07M in Q4 2021.
283 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.