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Principia Wealth Advisory’s Pool Corp POOL Stock Holding History

Principia Wealth Advisory’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 		$1.72K Buy
8
+3
+60% +$599 ﹤0.01% 624
2026
Q1 		$1.01K Sell
5
-4
-44% -$943 ﹤0.01% 705
2025
Q4 		$2.06K Buy
9
+7
+350% +$1.82K ﹤0.01% 456
2025
Q3 		$620 Hold
2
– – ﹤0.01% 754
2025
Q2 		$583 Hold
2
– – ﹤0.01% 701
2025
Q1 		$627 Hold
2
– – ﹤0.01% 516
2024
Q4 		$682 Buy
+2
New +$729 ﹤0.01% 453

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

Principia Wealth Advisory's POOL Position: Q2 2026 in Review

Principia Wealth Advisory increased its Pool Corp (POOL) stake by 60% in Q2 2026, buying an estimated $599 and bringing the position to 8 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Principia Wealth Advisory first reported a position in POOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.06K in Q4 2025. 613 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Principia Wealth Advisory held 8 shares of Pool Corp worth $1.72K as of Q2 2026.
  • Principia Wealth Advisory bought 3 Pool Corp shares in Q2 2026, an estimated $599.
  • Pool Corp made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #624 holding.
  • Principia Wealth Advisory first reported a position in Pool Corp in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Pool Corp position peaked at $2.06K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.