PIA
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Perennial Investment Advisors’s Pool Corp POOL Stock Holding History

Perennial Investment Advisors’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 		$271K Buy
1,336
+30
+2% +$7.07K 0.02% 418
2025
Q4 		$299K Buy
1,306
+3
+0.2% +$780 0.02% 378
2025
Q3 		$403K Sell
1,303
-7
-0.5% -$2.19K 0.03% 298
2025
Q2 		$382K Buy
1,310
+88
+7% +$26.6K 0.04% 299
2025
Q1 		$389K Sell
1,222
-62
-5% -$21K 0.04% 271
2024
Q4 		$438K Buy
1,284
+63
+5% +$23K 0.05% 240
2024
Q3 		$461K Buy
1,221
+2
+0.2% +$692 0.06% 224
2024
Q2 		$375K Buy
1,219
+33
+3% +$11.9K 0.05% 243
2024
Q1 		$478K Buy
1,186
+3
+0.3% +$1.17K 0.07% 190
2023
Q4 		$472K Sell
1,183
-27
-2% -$9.47K 0.08% 185
2023
Q3 		$430K Sell
1,210
-26
-2% -$9.46K 0.08% 186
2023
Q2 		$463K Sell
1,236
-14
-1% -$4.79K 0.08% 189
2023
Q1 		$428K Buy
1,250
+30
+2% +$10.6K 0.08% 194
2022
Q4 		$369K Buy
1,220
+189
+18% +$59.9K 0.15% 129
2022
Q3 		$328K Buy
1,031
+160
+18% +$57.1K 0.15% 122
2022
Q2 		$306K Buy
871
+58
+7% +$23K 0.12% 139
2022
Q1 		$345K Sell
813
-35
-4% -$16.3K 0.11% 148
2021
Q4 		$479K Buy
848
+42
+5% +$22K 0.15% 121
2021
Q3 		$352K Hold
806
– – 0.12% 151
2021
Q2 		$370K Buy
806
+21
+3% +$8.84K 0.13% 133
2021
Q1 		$271K Buy
785
+13
+2% +$4.53K 0.11% 150
2020
Q4 		$288K Buy
772
+36
+5% +$12.6K 0.12% 124
2020
Q3 		$247K Buy
+736
New +$228K 0.12% 122

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

Perennial Investment Advisors's POOL Position: Q1 2026 in Review

Perennial Investment Advisors increased its Pool Corp (POOL) stake by 2.3% in Q1 2026, buying an estimated $7.07K and bringing the position to 1,336 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #418.

Perennial Investment Advisors first reported a position in POOL in Q3 2020 and has held it in 23 quarters since. The position peaked at $479K in Q4 2021. 600 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

  • Perennial Investment Advisors held 1,336 shares of Pool Corp worth $271K as of Q1 2026.
  • Perennial Investment Advisors bought 30 Pool Corp shares in Q1 2026, an estimated $7.07K.
  • Pool Corp made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #418 holding.
  • Perennial Investment Advisors first reported a position in Pool Corp in Q3 2020 and has held it in 23 quarters since.
  • Perennial Investment Advisors's Pool Corp position peaked at $479K in Q4 2021.
  • 600 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.