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Soltis Investment Advisors’s Pool Corp POOL Stock Holding History

Soltis Investment 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 		$483K Buy
2,246
+85
+4% +$17K 0.03% 368
2026
Q1 		$437K Buy
2,161
+755
+54% +$178K 0.03% 364
2025
Q4 		$322K Buy
+1,406
New +$366K 0.02% 391
2025
Q3 		– Sell
-1,422
Closed -$414K – 486
2025
Q2 		$414K Buy
1,422
+263
+23% +$79.5K 0.03% 277
2025
Q1 		$369K Buy
1,159
+206
+22% +$69.9K 0.03% 274
2024
Q4 		$325K Sell
953
-145
-13% -$52.8K 0.03% 276
2024
Q3 		$414K Sell
1,098
-151
-12% -$52.2K 0.04% 243
2024
Q2 		$384K Buy
+1,249
New +$452K 0.04% 236

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

Soltis Investment Advisors's POOL Position: Q2 2026 in Review

Soltis Investment Advisors increased its Pool Corp (POOL) stake by 3.9% in Q2 2026, buying an estimated $17K and bringing the position to 2,246 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #368.

Soltis Investment Advisors first reported a position in POOL in Q2 2024 and has held it in 8 quarters since. 618 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Soltis Investment Advisors held 2,246 shares of Pool Corp worth $483K as of Q2 2026.
  • Soltis Investment Advisors bought 85 Pool Corp shares in Q2 2026, an estimated $17K.
  • Pool Corp made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #368 holding.
  • Soltis Investment Advisors first reported a position in Pool Corp in Q2 2024 and has held it in 8 quarters since.
  • 618 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.