PWPS
POOL icon

Pinnacle Wealth Planning Services’s Pool Corp POOL Stock Holding History

Pinnacle Wealth Planning Services’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 		$157K Buy
730
+415
+132% +$82.8K 0.01% 638
2026
Q1 		$63.7K Buy
315
+298
+1,753% +$70.2K 0.01% 1056
2025
Q4 		$3.89K Buy
+17
New +$4.42K ﹤0.01% 2342
2021
Q1 		– Sell
-59
Closed -$22K – 1530
2020
Q4 		$22K Buy
+59
New +$20.6K 0.01% 1123

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

Pinnacle Wealth Planning Services's POOL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Pool Corp (POOL) stake by 132% in Q2 2026, buying an estimated $82.8K and bringing the position to 730 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #638.

Pinnacle Wealth Planning Services first reported a position in POOL in Q4 2020 and has held it in 4 quarters since. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 730 shares of Pool Corp worth $157K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 415 Pool Corp shares in Q2 2026, an estimated $82.8K.
  • Pool Corp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #638 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pool Corp in Q4 2020 and has held it in 4 quarters since.
  • 615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.