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Summit Trail Advisors’s Pool Corp POOL Stock Holding History

Summit Trail 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 		$900K Buy
4,189
+539
+15% +$108K 0.01% 1029
2026
Q1 		$739K Buy
3,650
+2,010
+123% +$474K 0.01% 1038
2025
Q4 		$375K Sell
1,640
-160
-9% -$41.6K 0.01% 1161
2025
Q3 		$558K Buy
+1,800
New +$564K 0.01% 1046
2025
Q2 		– Sell
-678
Closed -$216K – 1137
2025
Q1 		$216K Sell
678
-12
-2% -$4.07K 0.01% 369
2024
Q4 		$235K Buy
690
+67
+11% +$24.4K 0.01% 331
2024
Q3 		$235K Sell
623
-55
-8% -$19K 0.01% 630
2024
Q2 		$208K Buy
678
+31
+5% +$11.2K 0.01% 584
2024
Q1 		$261K Buy
+647
New +$253K 0.01% 504
2018
Q4 		– Sell
-3,831
Closed -$639K – 200
2018
Q3 		$639K Buy
3,831
+430
+13% +$69.6K 0.14% 85
2018
Q2 		$515K Sell
3,401
-12,098
-78% -$1.78M 0.18% 69
2018
Q1 		$1.71M Sell
15,499
-625
-4% -$86K 0.29% 73
2017
Q4 		$2.17M Buy
+16,124
New +$1.96M 0.27% 68

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

Summit Trail Advisors's POOL Position: Q2 2026 in Review

Summit Trail Advisors increased its Pool Corp (POOL) stake by 15% in Q2 2026, buying an estimated $108K and bringing the position to 4,189 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #1029.

Summit Trail Advisors first reported a position in POOL in Q4 2017 and has held it in 13 quarters since. The position peaked at $2.17M in Q4 2017. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Summit Trail Advisors held 4,189 shares of Pool Corp worth $900K as of Q2 2026.
  • Summit Trail Advisors bought 539 Pool Corp shares in Q2 2026, an estimated $108K.
  • Pool Corp made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1029 holding.
  • Summit Trail Advisors first reported a position in Pool Corp in Q4 2017 and has held it in 13 quarters since.
  • Summit Trail Advisors's Pool Corp position peaked at $2.17M in Q4 2017.
  • 615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.