Private Wealth Management Group’s Pool Corp POOL Stock Holding History

Private Wealth Management 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	$4.73K	Buy	+22	New	+$4.39K	﹤0.01%	867
2025 Q4	–	Sell	-7	Closed	-$2.17K	–	1521
2025 Q3	$2.17K	Sell	7 -2	-22%	-$627	﹤0.01%	1090
2025 Q2	$2.62K	Buy	9 +5	+125%	+$1.51K	﹤0.01%	993
2025 Q1	$1.27K	Hold	4	–	–	﹤0.01%	1202
2024 Q4	$1.36K	Hold	4	–	–	﹤0.01%	1215
2024 Q3	$1.51K	Hold	4	–	–	﹤0.01%	1171
2024 Q2	$1.23K	Buy	+4	New	+$1.45K	﹤0.01%	1217

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Private Wealth Management Group's POOL Position: Q2 2026 in Review

Private Wealth Management Group opened a new position in Pool Corp (POOL) in Q2 2026: 22 shares worth $4.73K. The stake represents ﹤0.01% of the portfolio and ranks #867 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in POOL as recently as Q3 2025.

Private Wealth Management Group first reported a position in POOL in Q2 2024 and has held it in 7 quarters since. 618 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

Private Wealth Management Group held 22 shares of Pool Corp worth $4.73K as of Q2 2026.
Pool Corp was a new Private Wealth Management Group position in Q2 2026.
Pool Corp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #867 holding.
Private Wealth Management Group first reported a position in Pool Corp in Q2 2024 and has held it in 7 quarters since.
618 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.