MWM
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Mission Wealth Management’s Pool Corp POOL Stock Holding History

Mission 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
Q2 		$678K Buy
3,153
+1,100
+54% +$219K 0.01% 585
2026
Q1 		$415K Buy
2,053
+321
+19% +$75.7K 0.01% 534
2025
Q4 		$396K Sell
1,732
-107
-6% -$27.8K 0.01% 545
2025
Q3 		$570K Sell
1,839
-166
-8% -$52K 0.01% 459
2025
Q2 		$584K Sell
2,005
-83
-4% -$25.1K 0.01% 439
2025
Q1 		$665K Buy
2,088
+12
+0.6% +$4.07K 0.02% 390
2024
Q4 		$708K Sell
2,076
-495
-19% -$180K 0.02% 352
2024
Q3 		$969K Sell
2,571
-115
-4% -$39.8K 0.02% 300
2024
Q2 		$826K Buy
2,686
+179
+7% +$64.8K 0.02% 317
2024
Q1 		$1.01M Sell
2,507
-193
-7% -$75.4K 0.03% 294
2023
Q4 		$1.08M Buy
2,700
+261
+11% +$91.5K 0.04% 221
2023
Q3 		$868K Sell
2,439
-60
-2% -$21.8K 0.03% 243
2023
Q2 		$936K Sell
2,499
-56
-2% -$19.1K 0.04% 227
2023
Q1 		$875K Buy
2,555
+45
+2% +$16K 0.04% 245
2022
Q4 		$759K Buy
2,510
+130
+5% +$41.2K 0.04% 252
2022
Q3 		$757K Buy
2,380
+180
+8% +$64.2K 0.04% 231
2022
Q2 		$773K Buy
2,200
+555
+34% +$220K 0.04% 235
2022
Q1 		$695K Buy
1,645
+282
+21% +$132K 0.03% 261
2021
Q4 		$771K Buy
1,363
+112
+9% +$58.7K 0.03% 230
2021
Q3 		$543K Buy
1,251
+64
+5% +$30.3K 0.03% 276
2021
Q2 		$544K Sell
1,187
-55
-4% -$23.2K 0.03% 268
2021
Q1 		$429K Buy
+1,242
New +$433K 0.02% 291

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

Mission Wealth Management's POOL Position: Q2 2026 in Review

Mission Wealth Management increased its Pool Corp (POOL) stake by 54% in Q2 2026, buying an estimated $219K and bringing the position to 3,153 shares worth $678K. The position accounts for 0.01% of the portfolio, ranked #585.

Mission Wealth Management first reported a position in POOL in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.08M in Q4 2023. 610 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Mission Wealth Management held 3,153 shares of Pool Corp worth $678K as of Q2 2026.
  • Mission Wealth Management bought 1,100 Pool Corp shares in Q2 2026, an estimated $219K.
  • Pool Corp made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #585 holding.
  • Mission Wealth Management first reported a position in Pool Corp in Q1 2021 and has held it in 22 quarters since.
  • Mission Wealth Management's Pool Corp position peaked at $1.08M in Q4 2023.
  • 610 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.