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

Modern 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
-1,005
Closed -$230K – 930
2025
Q4 		$230K Buy
+1,005
New +$261K ﹤0.01% 770

Other funds holding POOL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Modern Wealth Management sold out of Pool Corp (POOL) in Q1 2026, closing a stake of 1,005 shares — an estimated $230K sold.

Modern Wealth Management first reported a position in POOL in Q4 2025 and held it in 1 quarter. The position peaked at $230K in Q4 2025. 600 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

  • Modern Wealth Management reported no remaining Pool Corp position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 1,005 Pool Corp shares in Q1 2026, an estimated $230K.
  • Modern Wealth Management first reported a position in Pool Corp in Q4 2025 and held it in 1 quarter.
  • Modern Wealth Management's Pool Corp position peaked at $230K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.