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Strategic Wealth Partners’s Pool Corp POOL Stock Holding History

Strategic Wealth Partners’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 		$15.5K Sell
72
-26
-27% -$5.19K ﹤0.01% 818
2026
Q1 		$19.8K Hold
98
– – ﹤0.01% 713
2025
Q4 		$22.4K Buy
98
+19
+24% +$4.94K ﹤0.01% 674
2025
Q3 		$24.5K Hold
79
– – ﹤0.01% 691
2025
Q2 		$23K Buy
+79
New +$23.9K ﹤0.01% 624

Other funds holding POOL

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Wellington Management Group
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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

Strategic Wealth Partners's POOL Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Pool Corp (POOL) stake by 27% in Q2 2026, selling an estimated $5.19K and leaving 72 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Strategic Wealth Partners first reported a position in POOL in Q2 2025 and has held it in 5 quarters since. The position peaked at $24.5K in Q3 2025. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Strategic Wealth Partners held 72 shares of Pool Corp worth $15.5K as of Q2 2026.
  • Strategic Wealth Partners sold 26 Pool Corp shares in Q2 2026, an estimated $5.19K.
  • Pool Corp made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #818 holding.
  • Strategic Wealth Partners first reported a position in Pool Corp in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Pool Corp position peaked at $24.5K in Q3 2025.
  • 615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.