SWM
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SHP Wealth Management’s Pool Corp POOL Stock Holding History

SHP 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 		$6.23K Hold
29
– – ﹤0.01% 1110
2026
Q1 		$5.87K Buy
29
+3
+12% +$707 ﹤0.01% 1032
2025
Q4 		$5.95K Buy
+26
New +$6.76K ﹤0.01% 946

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 $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

SHP Wealth Management held its Pool Corp (POOL) position steady in Q2 2026 at 29 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

SHP Wealth Management first reported a position in POOL in Q4 2025 and has held it in 3 quarters since. 618 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • SHP Wealth Management held 29 shares of Pool Corp worth $6.23K as of Q2 2026.
  • SHP Wealth Management left its Pool Corp share count unchanged in Q2 2026.
  • Pool Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1110 holding.
  • SHP Wealth Management first reported a position in Pool Corp in Q4 2025 and has held it in 3 quarters since.
  • 618 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.