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
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

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

NewEdge Wealth's POOL Position: Q1 2026 in Review

NewEdge Wealth increased its Pool Corp (POOL) stake by 88% in Q1 2026, buying an estimated $2.25M and bringing the position to 20,378 shares worth $4.12M. The position accounts for 0.05% of the portfolio, ranked #261.

NewEdge Wealth first reported a position in POOL in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.69M in Q3 2024. 600 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

  • NewEdge Wealth held 20,378 shares of Pool Corp worth $4.12M as of Q1 2026.
  • NewEdge Wealth bought 9,530 Pool Corp shares in Q1 2026, an estimated $2.25M.
  • Pool Corp made up 0.05% of NewEdge Wealth's portfolio in Q1 2026, its #261 holding.
  • NewEdge Wealth first reported a position in Pool Corp in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's Pool Corp position peaked at $5.69M in Q3 2024.
  • 600 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.