Spire Wealth Management
POOL icon

Spire Wealth Management’s Pool Corp POOL Stock Holding History

Spire 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
Q3 		$3.56K Sell
22
-9
-29% -$1.7K ﹤0.01% 1888
2026
Q2 		$6.66K Hold
31
– – ﹤0.01% 1766
2026
Q1 		$6.27K Sell
31
-4
-11% -$943 ﹤0.01% 1774
2025
Q4 		$8.07K Sell
35
-31
-47% -$8.06K ﹤0.01% 1778
2025
Q3 		$20.5K Hold
66
– – ﹤0.01% 1525
2025
Q2 		$19.2K Sell
66
-73
-53% -$22.1K ﹤0.01% 1530
2025
Q1 		$44.3K Sell
139
-16
-10% -$5.43K ﹤0.01% 1325
2024
Q4 		$52.8K Sell
155
-29
-16% -$10.6K ﹤0.01% 1260
2024
Q3 		$69.4K Sell
184
-15
-8% -$5.19K ﹤0.01% 1036
2024
Q2 		$61.2K Sell
199
-2
-1% -$724 ﹤0.01% 1049
2024
Q1 		$81.1K Sell
201
-4
-2% -$1.56K ﹤0.01% 1053
2023
Q4 		$79.3K Buy
205
+7
+4% +$2.45K ﹤0.01% 1060
2023
Q3 		$70.5K Sell
198
-72
-27% -$26.2K ﹤0.01% 1052
2023
Q2 		$101K Buy
270
+15
+6% +$5.13K ﹤0.01% 964
2023
Q1 		$97.3K Buy
255
+118
+86% +$41.9K ﹤0.01% 981
2022
Q4 		$41K Buy
137
+90
+191% +$28.5K ﹤0.01% 1059
2022
Q3 		$15K Sell
47
-136
-74% -$48.5K ﹤0.01% 1445
2022
Q2 		$64K Sell
183
-17,424
-99% -$6.91M ﹤0.01% 1195
2022
Q1 		$7.46M Sell
17,607
-749
-4% -$350K 0.2% 123
2021
Q4 		$10.4M Buy
18,356
+976
+6% +$512K 0.23% 117
2021
Q3 		$7.56M Buy
17,380
+17,292
+19,650% +$8.2M 0.2% 126
2021
Q2 		$40K Sell
88
-39
-31% -$16.4K ﹤0.01% 1580
2021
Q1 		$44K Buy
+127
New +$44.2K ﹤0.01% 1792

Other funds holding POOL

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Formuepleje A/S
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Eldred Rock Partners
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $196M AUM 16.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Spire Wealth Management's POOL Position: Q3 2026 in Review

Spire Wealth Management reduced its Pool Corp (POOL) stake by 29% in Q3 2026, selling an estimated $1.7K and leaving 22 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Spire Wealth Management first reported a position in POOL in Q1 2021 and has held it in 23 quarters since. The position peaked at $10.4M in Q4 2021. 151 funds tracked by Wall St. Rank hold POOL as of Q3 2026.

  • Spire Wealth Management held 22 shares of Pool Corp worth $3.56K as of Q3 2026.
  • Spire Wealth Management sold 9 Pool Corp shares in Q3 2026, an estimated $1.7K.
  • Pool Corp made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1888 holding.
  • Spire Wealth Management first reported a position in Pool Corp in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Pool Corp position peaked at $10.4M in Q4 2021.
  • 151 funds tracked by Wall St. Rank held Pool Corp as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.