N.E.W. Advisory Services’s Pool Corp POOL Stock Holding History

N.E.W. Advisory Services’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	-46	Closed	-$10.5K	–	944
2025 Q4	$10.5K	Hold	46	–	–	﹤0.01%	605
2025 Q3	$14.3K	Hold	46	–	–	﹤0.01%	520
2025 Q2	$13.4K	Hold	46	–	–	﹤0.01%	522
2025 Q1	$14.6K	Buy	+46	New	+$15.6K	﹤0.01%	545

Other funds holding POOL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

N.E.W. Advisory Services's POOL Position: Q1 2026 in Review

N.E.W. Advisory Services sold out of Pool Corp (POOL) in Q1 2026, closing a stake of 46 shares — an estimated $10.5K sold.

N.E.W. Advisory Services first reported a position in POOL in Q1 2025 and held it in 4 quarters. The position peaked at $14.6K in Q1 2025. 602 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

N.E.W. Advisory Services reported no remaining Pool Corp position as of Q1 2026 after selling out during the quarter.
N.E.W. Advisory Services sold 46 Pool Corp shares in Q1 2026, an estimated $10.5K.
N.E.W. Advisory Services first reported a position in Pool Corp in Q1 2025 and held it in 4 quarters.
N.E.W. Advisory Services's Pool Corp position peaked at $14.6K in Q1 2025.
602 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.