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Root Financial Partners’s Pool Corp POOL Stock Holding History

Root Financial Partners’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 		– Sell
-101
Closed -$20.4K – 2442
2026
Q1 		$20.4K Buy
101
+70
+226% +$16.5K ﹤0.01% 1316
2025
Q4 		$7.09K Sell
31
-62
-67% -$16.1K ﹤0.01% 1643
2025
Q3 		$28.8K Buy
+93
New +$29.1K ﹤0.01% 913

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Vanguard Portfolio Management
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T. Rowe Price Investment Management
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Morgan Stanley
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Vanguard Capital Management
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Root Financial Partners's POOL Position: Q2 2026 in Review

Root Financial Partners sold out of Pool Corp (POOL) in Q2 2026, closing a stake of 101 shares — an estimated $20.4K sold.

Root Financial Partners first reported a position in POOL in Q3 2025 and held it in 3 quarters. The position peaked at $28.8K in Q3 2025. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Root Financial Partners reported no remaining Pool Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 101 Pool Corp shares in Q2 2026, an estimated $20.4K.
  • Root Financial Partners first reported a position in Pool Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Pool Corp position peaked at $28.8K in Q3 2025.
  • 615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.