SWA
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SOA Wealth Advisors’s Pool Corp POOL Stock Holding History

SOA Wealth 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 		$50.7K Hold
236
– – 0.01% 390
2026
Q1 		$47.8K Sell
236
-1
-0.4% -$236 0.01% 376
2025
Q4 		$54.2K Hold
237
– – 0.01% 357
2025
Q3 		$73.5K Hold
237
– – 0.01% 324
2025
Q2 		$69.1K Sell
237
-2
-0.8% -$605 0.01% 316
2025
Q1 		$76.1K Hold
239
– – 0.02% 285
2024
Q4 		$81.5K Hold
239
– – 0.02% 272
2024
Q3 		$90.1K Sell
239
-40
-14% -$13.8K 0.02% 256
2024
Q2 		$85.8K Sell
279
-75
-21% -$27.2K 0.02% 257
2024
Q1 		$143K Hold
354
– – 0.03% 212
2023
Q4 		$141K Hold
354
– – 0.03% 203
2023
Q3 		$126K Hold
354
– – 0.03% 206
2023
Q2 		$133K Hold
354
– – 0.03% 203
2023
Q1 		$121K Hold
354
– – 0.03% 209
2022
Q4 		$107K Hold
354
– – 0.03% 215
2022
Q3 		$112K Sell
354
-1
-0.3% -$357 0.03% 194
2022
Q2 		$124K Sell
355
-101
-22% -$40K 0.04% 187
2022
Q1 		$192K Hold
456
– – 0.05% 164
2021
Q4 		$255K Hold
456
– – 0.06% 138
2021
Q3 		$198K Buy
456
+1
+0.2% +$474 0.05% 156
2021
Q2 		$208K Buy
455
+222
+95% +$93.5K 0.05% 150
2021
Q1 		$80K Sell
233
-14
-6% -$4.88K 0.02% 217
2020
Q4 		$86K Buy
+247
New +$86.1K 0.02% 209

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SOA Wealth Advisors's POOL Position: Q2 2026 in Review

SOA Wealth Advisors held its Pool Corp (POOL) position steady in Q2 2026 at 236 shares worth $50.7K. The position accounts for 0.01% of the portfolio, ranked #390.

SOA Wealth Advisors first reported a position in POOL in Q4 2020 and has held it in 23 quarters since. The position peaked at $255K in Q4 2021. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • SOA Wealth Advisors held 236 shares of Pool Corp worth $50.7K as of Q2 2026.
  • SOA Wealth Advisors left its Pool Corp share count unchanged in Q2 2026.
  • Pool Corp made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #390 holding.
  • SOA Wealth Advisors first reported a position in Pool Corp in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Pool Corp position peaked at $255K in Q4 2021.
  • 615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.