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 Q3	$4.86K	Sell	30 -202	-87%	-$38.2K	﹤0.01%	1350
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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Robinson Value Management San Antonio, Texas $183M AUM 16.72% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

True Wealth Design's POOL Position: Q3 2026 in Review

True Wealth Design reduced its Pool Corp (POOL) stake by 87% in Q3 2026, selling an estimated $38.2K and leaving 30 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

True Wealth Design first reported a position in POOL in Q4 2022 and has held it in 16 quarters since. The position peaked at $49.9K in Q2 2026. 76 funds tracked by Wall St. Rank hold POOL as of Q3 2026.

True Wealth Design held 30 shares of Pool Corp worth $4.86K as of Q3 2026.
True Wealth Design sold 202 Pool Corp shares in Q3 2026, an estimated $38.2K.
Pool Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1350 holding.
True Wealth Design first reported a position in Pool Corp in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's Pool Corp position peaked at $49.9K in Q2 2026.
76 funds tracked by Wall St. Rank held Pool Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.