SMA
POOL icon

Sage Mountain Advisors’s Pool Corp POOL Stock Holding History

Sage Mountain 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 		$269K Buy
+1,250
New +$249K 0.02% 193
2025
Q4 		– Sell
-1,255
Closed -$389K – 593
2025
Q3 		$389K Buy
1,255
+115
+10% +$36K 0.02% 324
2025
Q2 		$332K Buy
+1,140
New +$345K 0.02% 307
2022
Q2 		– Sell
-1,018
Closed -$430K – 636
2022
Q1 		$430K Buy
+1,018
New +$475K 0.07% 291

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

Sage Mountain Advisors's POOL Position: Q2 2026 in Review

Sage Mountain Advisors opened a new position in Pool Corp (POOL) in Q2 2026: 1,250 shares worth $269K. The stake represents 0.02% of the portfolio and ranks #193 among its holdings. This is a return to the name: Sage Mountain Advisors previously reported a position in POOL as recently as Q3 2025.

Sage Mountain Advisors first reported a position in POOL in Q1 2022 and has held it in 4 quarters since. The position peaked at $430K in Q1 2022. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Sage Mountain Advisors held 1,250 shares of Pool Corp worth $269K as of Q2 2026.
  • Pool Corp was a new Sage Mountain Advisors position in Q2 2026.
  • Pool Corp made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #193 holding.
  • Sage Mountain Advisors first reported a position in Pool Corp in Q1 2022 and has held it in 4 quarters since.
  • Sage Mountain Advisors's Pool Corp position peaked at $430K in Q1 2022.
  • 615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.