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Provenance Wealth Advisors’s Pool Corp POOL Stock Holding History

Provenance Wealth 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 		$430 Buy
+2
New +$399 ﹤0.01% 584
2024
Q1 		– Sell
-9
Closed -$3.59K – 597
2023
Q4 		$3.59K Buy
+9
New +$3.15K ﹤0.01% 388

Other funds holding POOL

BlackRock
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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

Provenance Wealth Advisors's POOL Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in Pool Corp (POOL) in Q2 2026: 2 shares worth $430. The stake represents ﹤0.01% of the portfolio and ranks #584 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in POOL as recently as Q4 2023.

Provenance Wealth Advisors first reported a position in POOL in Q4 2023 and has held it in 2 quarters since. The position peaked at $3.59K in Q4 2023. 617 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Provenance Wealth Advisors held 2 shares of Pool Corp worth $430 as of Q2 2026.
  • Pool Corp was a new Provenance Wealth Advisors position in Q2 2026.
  • Pool Corp made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #584 holding.
  • Provenance Wealth Advisors first reported a position in Pool Corp in Q4 2023 and has held it in 2 quarters since.
  • Provenance Wealth Advisors's Pool Corp position peaked at $3.59K in Q4 2023.
  • 617 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.