PWG
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Portside Wealth Group’s Pool Corp POOL Stock Holding History

Portside Wealth Group’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 		$267K Sell
1,243
-615
-33% -$123K 0.03% 430
2026
Q1 		$376K Sell
1,858
-143
-7% -$33.7K 0.05% 326
2025
Q4 		$458K Sell
2,001
-838
-30% -$218K 0.06% 278
2025
Q3 		$880K Sell
2,839
-39
-1% -$12.2K 0.12% 178
2025
Q2 		$839K Buy
2,878
+128
+5% +$38.7K 0.12% 176
2025
Q1 		$875K Buy
2,750
+145
+6% +$49.2K 0.14% 160
2024
Q4 		$888K Sell
2,605
-495
-16% -$180K 0.15% 152
2024
Q3 		$1.17M Buy
3,100
+483
+18% +$167K 0.2% 117
2024
Q2 		$804K Buy
2,617
+18
+0.7% +$6.52K 0.15% 150
2024
Q1 		$1.05M Buy
2,599
+114
+5% +$44.6K 0.19% 124
2023
Q4 		$991K Sell
2,485
-163
-6% -$57.1K 0.18% 125
2023
Q3 		$942K Buy
2,648
+83
+3% +$30.2K 0.18% 122
2023
Q2 		$961K Buy
+2,565
New +$877K 0.18% 130

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

Portside Wealth Group's POOL Position: Q2 2026 in Review

Portside Wealth Group reduced its Pool Corp (POOL) stake by 33% in Q2 2026, selling an estimated $123K and leaving 1,243 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #430.

Portside Wealth Group first reported a position in POOL in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.17M in Q3 2024. 610 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Portside Wealth Group held 1,243 shares of Pool Corp worth $267K as of Q2 2026.
  • Portside Wealth Group sold 615 Pool Corp shares in Q2 2026, an estimated $123K.
  • Pool Corp made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #430 holding.
  • Portside Wealth Group first reported a position in Pool Corp in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Pool Corp position peaked at $1.17M in Q3 2024.
  • 610 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.