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Synergy Investment Management’s Pool Corp POOL Stock Holding History

Synergy Investment 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
Q1 		$1.42K Buy
+7
New +$1.65K ﹤0.01% 734
2025
Q2 		– Sell
-6
Closed -$1.91K – 433
2025
Q1 		$1.91K Hold
6
– – ﹤0.01% 546
2024
Q4 		$2.05K Buy
+6
New +$2.19K ﹤0.01% 568

Other funds holding POOL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Synergy Investment Management's POOL Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Pool Corp (POOL) in Q1 2026: 7 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #734 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in POOL as recently as Q1 2025.

Synergy Investment Management first reported a position in POOL in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.05K in Q4 2024. 600 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

  • Synergy Investment Management held 7 shares of Pool Corp worth $1.42K as of Q1 2026.
  • Pool Corp was a new Synergy Investment Management position in Q1 2026.
  • Pool Corp made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #734 holding.
  • Synergy Investment Management first reported a position in Pool Corp in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's Pool Corp position peaked at $2.05K in Q4 2024.
  • 600 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.