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LVW Advisors’s Pool Corp POOL Stock Holding History

LVW 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 		– Sell
-1,557
Closed -$315K – 489
2026
Q1 		$315K Buy
1,557
+22
+1% +$5.19K 0.03% 318
2025
Q4 		$351K Sell
1,535
-490
-24% -$127K 0.04% 249
2025
Q3 		$628K Sell
2,025
-272
-12% -$85.2K 0.06% 158
2025
Q2 		$670K Sell
2,297
-234
-9% -$70.8K 0.07% 157
2025
Q1 		$806K Buy
2,531
+17
+0.7% +$5.77K 0.1% 124
2024
Q4 		$857K Sell
2,514
-202
-7% -$73.6K 0.1% 127
2024
Q3 		$1.02M Buy
2,716
+271
+11% +$93.8K 0.13% 110
2024
Q2 		$751K Buy
2,445
+236
+11% +$85.5K 0.11% 120
2024
Q1 		$891K Sell
2,209
-134
-6% -$52.4K 0.15% 103
2023
Q4 		$934K Sell
2,343
-38
-2% -$13.3K 0.18% 89
2023
Q3 		$848K Sell
2,381
-263
-10% -$95.7K 0.18% 83
2023
Q2 		$991K Sell
2,644
-41
-2% -$14K 0.19% 84
2023
Q1 		$919K Buy
2,685
+53
+2% +$18.8K 0.18% 87
2022
Q4 		$796K Buy
2,632
+197
+8% +$62.4K 0.16% 100
2022
Q3 		$775K Buy
2,435
+71
+3% +$25.3K 0.17% 93
2022
Q2 		$830K Buy
2,364
+122
+5% +$48.4K 0.17% 88
2022
Q1 		$948K Sell
2,242
-164
-7% -$76.6K 0.16% 92
2021
Q4 		$1.36M Sell
2,406
-12
-0.5% -$6.29K 0.23% 77
2021
Q3 		$1.05M Buy
2,418
+27
+1% +$12.8K 0.18% 87
2021
Q2 		$1.1M Sell
2,391
-105
-4% -$44.2K 0.19% 85
2021
Q1 		$862K Buy
2,496
+557
+29% +$194K 0.17% 98
2020
Q4 		$722K Buy
1,939
+49
+3% +$17.1K 0.14% 87
2020
Q3 		$632K Buy
1,890
+583
+45% +$180K 0.14% 89
2020
Q2 		$355K Buy
+1,307
New +$303K 0.09% 122

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

LVW Advisors's POOL Position: Q2 2026 in Review

LVW Advisors sold out of Pool Corp (POOL) in Q2 2026, closing a stake of 1,557 shares — an estimated $315K sold.

LVW Advisors first reported a position in POOL in Q2 2020 and held it in 24 quarters. The position peaked at $1.36M in Q4 2021. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • LVW Advisors reported no remaining Pool Corp position as of Q2 2026 after selling out during the quarter.
  • LVW Advisors sold 1,557 Pool Corp shares in Q2 2026, an estimated $315K.
  • LVW Advisors first reported a position in Pool Corp in Q2 2020 and held it in 24 quarters.
  • LVW Advisors's Pool Corp position peaked at $1.36M in Q4 2021.
  • 615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.