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
Q2 		$232K Buy
+1,081
New +$216K ﹤0.01% 978
2026
Q1 		– Sell
-1,005
Closed -$230K – 930
2025
Q4 		$230K Buy
+1,005
New +$261K ﹤0.01% 770

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

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

Modern Wealth Management opened a new position in Pool Corp (POOL) in Q2 2026: 1,081 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #978 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in POOL as recently as Q4 2025.

Modern Wealth Management first reported a position in POOL in Q4 2025 and has held it in 2 quarters since. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Modern Wealth Management held 1,081 shares of Pool Corp worth $232K as of Q2 2026.
  • Pool Corp was a new Modern Wealth Management position in Q2 2026.
  • Pool Corp made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #978 holding.
  • Modern Wealth Management first reported a position in Pool Corp in Q4 2025 and has held it in 2 quarters since.
  • 615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.