Osterweis Capital Management’s Pool Corp POOL Stock Holding History

Osterweis Capital Management’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	-41	Closed	-$9.38K	–	270
2025 Q4	$9.38K	Hold	41	–	–	﹤0.01%	285
2025 Q3	$12.7K	Hold	41	–	–	﹤0.01%	264
2025 Q2	$12K	Hold	41	–	–	﹤0.01%	272
2025 Q1	$13.1K	Hold	41	–	–	﹤0.01%	172
2024 Q4	$14K	Hold	41	–	–	﹤0.01%	191
2024 Q3	$15.4K	Hold	41	–	–	﹤0.01%	184
2024 Q2	$12.6K	Hold	41	–	–	﹤0.01%	190
2024 Q1	$16.5K	Hold	41	–	–	﹤0.01%	183
2023 Q4	$16.3K	Hold	41	–	–	﹤0.01%	180
2023 Q3	$14.6K	Hold	41	–	–	﹤0.01%	191
2023 Q2	$15.4K	Hold	41	–	–	﹤0.01%	194
2023 Q1	$14K	Hold	41	–	–	﹤0.01%	193
2022 Q4	$12.4K	Hold	41	–	–	﹤0.01%	213
2022 Q3	$13K	Buy	+41	New	+$14.6K	﹤0.01%	191

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

Osterweis Capital Management's POOL Position: Q1 2026 in Review

Osterweis Capital Management sold out of Pool Corp (POOL) in Q1 2026, closing a stake of 41 shares — an estimated $9.38K sold.

Osterweis Capital Management first reported a position in POOL in Q3 2022 and held it in 14 quarters. The position peaked at $16.5K in Q1 2024. 604 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

Osterweis Capital Management reported no remaining Pool Corp position as of Q1 2026 after selling out during the quarter.
Osterweis Capital Management sold 41 Pool Corp shares in Q1 2026, an estimated $9.38K.
Osterweis Capital Management first reported a position in Pool Corp in Q3 2022 and held it in 14 quarters.
Osterweis Capital Management's Pool Corp position peaked at $16.5K in Q1 2024.
604 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on Osterweis Capital Management's 13F filing for Q1 2026, filed 15 May 2026.