Plante Moran Financial Advisors’s Pool Corp POOL Stock Holding History

Plante Moran Financial 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 Q2	$1.29K	Buy	+6	New	+$1.2K	﹤0.01%	834
2025 Q4	–	Sell	-1	Closed	-$310	–	875
2025 Q3	$310	Buy	+1	New	+$313	﹤0.01%	753
2025 Q1	–	Sell	-23	Closed	-$7.84K	–	925
2024 Q4	$7.84K	Sell	23 -248	-92%	-$90.4K	﹤0.01%	614
2024 Q3	$102K	Buy	+271	New	+$93.8K	0.01%	281
2016 Q1	–	Sell	-53	Closed	-$4K	–	993
2015 Q4	$4K	Buy	+53	New	+$4.24K	﹤0.01%	777

Other funds holding POOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Plante Moran Financial Advisors's POOL Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Pool Corp (POOL) in Q2 2026: 6 shares worth $1.29K. The stake represents ﹤0.01% of the portfolio and ranks #834 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in POOL as recently as Q3 2025.

Plante Moran Financial Advisors first reported a position in POOL in Q4 2015 and has held it in 5 quarters since. The position peaked at $102K in Q3 2024. 613 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

Plante Moran Financial Advisors held 6 shares of Pool Corp worth $1.29K as of Q2 2026.
Pool Corp was a new Plante Moran Financial Advisors position in Q2 2026.
Pool Corp made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #834 holding.
Plante Moran Financial Advisors first reported a position in Pool Corp in Q4 2015 and has held it in 5 quarters since.
Plante Moran Financial Advisors's Pool Corp position peaked at $102K in Q3 2024.
613 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.