Sequoia Financial Advisors’s Pool Corp POOL Stock Holding History

Sequoia Financial 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	$211K	Buy	+983	New	+$196K	﹤0.01%	1944
2026 Q1	–	Sell	-2,328	Closed	-$533K	–	2035
2025 Q4	$533K	Buy	2,328 +462	+25%	+$120K	﹤0.01%	1252
2025 Q3	$579K	Sell	1,866 -720	-28%	-$226K	﹤0.01%	1060
2025 Q2	$754K	Buy	2,586 +398	+18%	+$120K	0.01%	812
2025 Q1	$697K	Sell	2,188 -92	-4%	-$31.2K	0.01%	743
2024 Q4	$777K	Buy	2,280 +82	+4%	+$29.9K	0.01%	659
2024 Q3	$828K	Buy	2,198 +531	+32%	+$184K	0.01%	599
2024 Q2	$512K	Buy	1,667 +271	+19%	+$98.1K	0.01%	676
2024 Q1	$563K	Sell	1,396 -3,160	-69%	-$1.24M	0.01%	649
2023 Q4	$1.82M	Buy	4,556 +3,635	+395%	+$1.27M	0.02%	373
2023 Q3	$328K	Buy	921 +5	+0.5%	+$1.82K	0.01%	653
2023 Q2	$343K	Buy	+916	New	+$313K	0.01%	650

Other funds holding POOL

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sequoia Financial Advisors's POOL Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Pool Corp (POOL) in Q2 2026: 983 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1944 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in POOL as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in POOL in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.82M in Q4 2023. 618 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

Sequoia Financial Advisors held 983 shares of Pool Corp worth $211K as of Q2 2026.
Pool Corp was a new Sequoia Financial Advisors position in Q2 2026.
Pool Corp made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1944 holding.
Sequoia Financial Advisors first reported a position in Pool Corp in Q2 2023 and has held it in 12 quarters since.
Sequoia Financial Advisors's Pool Corp position peaked at $1.82M in Q4 2023.
618 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.