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Sendero Wealth Management’s Pool Corp POOL Stock Holding History

Sendero Wealth Management’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 		$342K Buy
1,591
+555
+54% +$111K 0.03% 178
2026
Q1 		$210K Buy
+1,036
New +$244K 0.02% 200

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Vanguard Portfolio Management
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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

Sendero Wealth Management's POOL Position: Q2 2026 in Review

Sendero Wealth Management increased its Pool Corp (POOL) stake by 54% in Q2 2026, buying an estimated $111K and bringing the position to 1,591 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #178.

Sendero Wealth Management first reported a position in POOL in Q1 2026 and has held it in 2 quarters since. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Sendero Wealth Management held 1,591 shares of Pool Corp worth $342K as of Q2 2026.
  • Sendero Wealth Management bought 555 Pool Corp shares in Q2 2026, an estimated $111K.
  • Pool Corp made up 0.03% of Sendero Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Sendero Wealth Management first reported a position in Pool Corp in Q1 2026 and has held it in 2 quarters since.
  • 615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.