NW
POOL icon

NewEdge Wealth’s Pool Corp POOL Stock Holding History

NewEdge Wealth’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 		$4.06M Sell
18,888
-1,490
-7% -$297K 0.04% 284
2026
Q1 		$4.12M Buy
20,378
+9,530
+88% +$2.25M 0.05% 261
2025
Q4 		$2.48M Sell
10,848
-3,338
-24% -$868K 0.03% 398
2025
Q3 		$3.59M Sell
14,186
-1,132
-7% -$355K 0.05% 268
2025
Q2 		$4.73M Sell
15,318
-233
-1% -$70.5K 0.07% 209
2025
Q1 		$4.95M Buy
15,551
+1,965
+14% +$667K 0.09% 187
2024
Q4 		$4.63M Sell
13,586
-1,520
-10% -$554K 0.08% 202
2024
Q3 		$5.69M Buy
15,106
+867
+6% +$300K 0.1% 171
2024
Q2 		$4.38M Buy
14,239
+290
+2% +$105K 0.09% 179
2024
Q1 		$5.02M Buy
13,949
+1,320
+10% +$516K 0.11% 163
2023
Q4 		$5.04M Buy
12,629
+812
+7% +$285K 0.13% 140
2023
Q3 		$4.21M Buy
11,817
+1,062
+10% +$386K 0.13% 142
2023
Q2 		$4.03M Buy
10,755
+363
+3% +$124K 0.13% 143
2023
Q1 		$3.56M Buy
10,392
+745
+8% +$264K 0.14% 145
2022
Q4 		$2.92M Buy
9,647
+881
+10% +$279K 0.13% 155
2022
Q3 		$2.79M Buy
8,766
+345
+4% +$123K 0.13% 149
2022
Q2 		$2.96M Buy
8,421
+3,436
+69% +$1.36M 0.13% 141
2022
Q1 		$2.11M Buy
4,985
+490
+11% +$229K 0.09% 151
2021
Q4 		$2.54M Buy
4,495
+194
+5% +$102K 0.11% 144
2021
Q3 		$1.87M Buy
4,301
+540
+14% +$256K 0.11% 135
2021
Q2 		$1.73M Buy
3,761
+116
+3% +$48.8K 0.13% 135
2021
Q1 		$1.26M Sell
3,645
-555
-13% -$193K 0.13% 139
2020
Q4 		$1.56M Buy
+4,200
New +$1.46M 0.48% 64

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

NewEdge Wealth's POOL Position: Q2 2026 in Review

NewEdge Wealth reduced its Pool Corp (POOL) stake by 7.3% in Q2 2026, selling an estimated $297K and leaving 18,888 shares worth $4.06M. The position accounts for 0.04% of the portfolio, ranked #284.

NewEdge Wealth first reported a position in POOL in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.69M in Q3 2024. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • NewEdge Wealth held 18,888 shares of Pool Corp worth $4.06M as of Q2 2026.
  • NewEdge Wealth sold 1,490 Pool Corp shares in Q2 2026, an estimated $297K.
  • Pool Corp made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #284 holding.
  • NewEdge Wealth first reported a position in Pool Corp in Q4 2020 and has held it in 23 quarters since.
  • NewEdge Wealth's Pool Corp position peaked at $5.69M in Q3 2024.
  • 615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.