SageView Advisory Group’s Pool Corp POOL Stock Holding History

SageView Advisory 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 Q1	–	Sell	-46	Closed	-$10.5K	–	1937
2025 Q4	$10.5K	Buy	+46	New	+$12K	﹤0.01%	1694

Other funds holding POOL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's POOL Position: Q1 2026 in Review

SageView Advisory Group sold out of Pool Corp (POOL) in Q1 2026, closing a stake of 46 shares — an estimated $10.5K sold.

SageView Advisory Group first reported a position in POOL in Q4 2025 and held it in 1 quarter. The position peaked at $10.5K in Q4 2025. 605 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

SageView Advisory Group reported no remaining Pool Corp position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 46 Pool Corp shares in Q1 2026, an estimated $10.5K.
SageView Advisory Group first reported a position in Pool Corp in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Pool Corp position peaked at $10.5K in Q4 2025.
605 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.