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Montrusco Bolton Investments’s Pool Corp POOL Stock Holding History

Montrusco Bolton Investments’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 		$6.94M Hold
32,295
– – 0.11% 65
2026
Q1 		$6.53M Hold
32,295
– – 0.1% 59
2025
Q4 		$7.39M Buy
32,295
+5,550
+21% +$1.44M 0.09% 61
2025
Q3 		$8.29M Sell
26,745
-10,500
-28% -$3.29M 0.1% 64
2025
Q2 		$10.9M Buy
+37,245
New +$11.3M 0.12% 57

Other funds holding POOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Montrusco Bolton Investments's POOL Position: Q2 2026 in Review

Montrusco Bolton Investments held its Pool Corp (POOL) position steady in Q2 2026 at 32,295 shares worth $6.94M. The position accounts for 0.11% of the portfolio, ranked #65.

Montrusco Bolton Investments first reported a position in POOL in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.9M in Q2 2025. 271 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Montrusco Bolton Investments held 32,295 shares of Pool Corp worth $6.94M as of Q2 2026.
  • Montrusco Bolton Investments left its Pool Corp share count unchanged in Q2 2026.
  • Pool Corp made up 0.11% of Montrusco Bolton Investments's portfolio in Q2 2026, its #65 holding.
  • Montrusco Bolton Investments first reported a position in Pool Corp in Q2 2025 and has held it in 5 quarters since.
  • Montrusco Bolton Investments's Pool Corp position peaked at $10.9M in Q2 2025.
  • 271 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.