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Twin Peaks Wealth Advisors’s Pool Corp POOL Stock Holding History

Twin Peaks Wealth 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 		– Sell
-13
Closed -$2.63K – 1665
2026
Q1 		$2.63K Buy
+13
New +$3.06K ﹤0.01% 1621
2025
Q3 		– Sell
-14
Closed -$4.38K – 1584
2025
Q2 		$4.38K Buy
+14
New +$4.23K ﹤0.01% 1367

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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

Twin Peaks Wealth Advisors's POOL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Pool Corp (POOL) in Q2 2026, closing a stake of 13 shares — an estimated $2.63K sold.

Twin Peaks Wealth Advisors first reported a position in POOL in Q2 2025 and held it in 2 quarters. The position peaked at $4.38K in Q2 2025. 617 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Pool Corp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 13 Pool Corp shares in Q2 2026, an estimated $2.63K.
  • Twin Peaks Wealth Advisors first reported a position in Pool Corp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Pool Corp position peaked at $4.38K in Q2 2025.
  • 617 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.