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True Wealth Design’s Pool Corp POOL Stock Holding History

True Wealth Design’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 		$49.9K Buy
232
+146
+170% +$29.1K 0.01% 488
2026
Q1 		$17.4K Buy
86
+66
+330% +$15.6K ﹤0.01% 767
2025
Q4 		$4.58K Buy
20
+7
+54% +$1.82K ﹤0.01% 1121
2025
Q3 		$4.03K Buy
13
+3
+30% +$940 ﹤0.01% 1163
2025
Q2 		$2.92K Buy
10
+4
+67% +$1.21K ﹤0.01% 1018
2025
Q1 		$1.91K Buy
6
+3
+100% +$1.02K ﹤0.01% 1023
2024
Q4 		$1.02K Hold
3
– – ﹤0.01% 933
2024
Q3 		$1.13K Hold
3
– – ﹤0.01% 942
2024
Q2 		$922 Hold
3
– – ﹤0.01% 527
2024
Q1 		$1.21K Buy
3
+2
+200% +$782 ﹤0.01% 423
2023
Q4 		$399 Hold
1
– – ﹤0.01% 530
2023
Q3 		$357 Hold
1
– – ﹤0.01% 513
2023
Q2 		$375 Hold
1
– – ﹤0.01% 519
2023
Q1 		$343 Hold
1
– – ﹤0.01% 614
2022
Q4 		$302 Buy
+1
New +$317 ﹤0.01% 581

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

True Wealth Design's POOL Position: Q2 2026 in Review

True Wealth Design increased its Pool Corp (POOL) stake by 170% in Q2 2026, buying an estimated $29.1K and bringing the position to 232 shares worth $49.9K. The position accounts for 0.01% of the portfolio, ranked #488.

True Wealth Design first reported a position in POOL in Q4 2022 and has held it in 15 quarters since. 613 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • True Wealth Design held 232 shares of Pool Corp worth $49.9K as of Q2 2026.
  • True Wealth Design bought 146 Pool Corp shares in Q2 2026, an estimated $29.1K.
  • Pool Corp made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #488 holding.
  • True Wealth Design first reported a position in Pool Corp in Q4 2022 and has held it in 15 quarters since.
  • 613 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.