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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
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's POOL Position: Q1 2026 in Review

SHP Wealth Management increased its Pool Corp (POOL) stake by 12% in Q1 2026, buying an estimated $707 and bringing the position to 29 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

SHP Wealth Management first reported a position in POOL in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.95K in Q4 2025. 602 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

  • SHP Wealth Management held 29 shares of Pool Corp worth $5.87K as of Q1 2026.
  • SHP Wealth Management bought 3 Pool Corp shares in Q1 2026, an estimated $707.
  • Pool Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1032 holding.
  • SHP Wealth Management first reported a position in Pool Corp in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Pool Corp position peaked at $5.95K in Q4 2025.
  • 602 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.