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Northwest & Ethical Investments’s Pool Corp POOL Stock Holding History

Northwest & Ethical 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
Q1 		– Sell
-5,095
Closed -$1.17M – 588
2025
Q4 		$1.17M Buy
5,095
+334
+7% +$86.9K 0.03% 298
2025
Q3 		$1.48M Hold
4,761
– – 0.03% 296
2025
Q2 		$1.39M Buy
+4,761
New +$1.44M 0.03% 291

Other funds holding POOL

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northwest & Ethical Investments's POOL Position: Q1 2026 in Review

Northwest & Ethical Investments sold out of Pool Corp (POOL) in Q1 2026, closing a stake of 5,095 shares — an estimated $1.17M sold.

Northwest & Ethical Investments first reported a position in POOL in Q2 2025 and held it in 3 quarters. The position peaked at $1.48M in Q3 2025. 604 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

  • Northwest & Ethical Investments reported no remaining Pool Corp position as of Q1 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 5,095 Pool Corp shares in Q1 2026, an estimated $1.17M.
  • Northwest & Ethical Investments first reported a position in Pool Corp in Q2 2025 and held it in 3 quarters.
  • Northwest & Ethical Investments's Pool Corp position peaked at $1.48M in Q3 2025.
  • 604 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.