UCFA
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United Capital Financial Advisors’s Pool Corp POOL Stock Holding History

United Capital Financial 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 		$414K Sell
1,928
-18,731
-91% -$3.74M ﹤0.01% 1214
2026
Q1 		$4.18M Sell
20,659
-3,890
-16% -$917K 0.03% 393
2025
Q4 		$5.62M Sell
24,549
-2,430
-9% -$632K 0.03% 336
2025
Q3 		$8.37M Buy
26,979
+272
+1% +$85.2K 0.06% 238
2025
Q2 		$7.78M Sell
26,707
-888
-3% -$269K 0.06% 231
2025
Q1 		$8.78M Sell
27,595
-8,385
-23% -$2.84M 0.08% 204
2024
Q4 		$12.3M Sell
35,980
-4,205
-10% -$1.53M 0.1% 157
2024
Q3 		$15.1M Sell
40,185
-1,318
-3% -$456K 0.12% 149
2024
Q2 		$12.8M Sell
41,503
-2,186
-5% -$792K 0.11% 158
2024
Q1 		$17.6M Sell
43,689
-2,403
-5% -$939K 0.15% 141
2023
Q4 		$18.4M Sell
46,092
-29,685
-39% -$10.4M 0.15% 135
2023
Q3 		$27M Sell
75,777
-7,791
-9% -$2.84M 0.18% 115
2023
Q2 		$31.3M Buy
83,568
+682
+0.8% +$233K 0.17% 116
2023
Q1 		$28.4M Buy
82,886
+2,168
+3% +$769K 0.16% 123
2022
Q4 		$24.4M Buy
80,718
+4,747
+6% +$1.5M 0.14% 140
2022
Q3 		$24.2M Buy
75,971
+1,573
+2% +$561K 0.14% 138
2022
Q2 		$26.1M Buy
74,398
+1,102
+2% +$437K 0.14% 143
2022
Q1 		$31M Sell
73,296
-1,322
-2% -$617K 0.15% 135
2021
Q4 		$42.2M Sell
74,618
-6,931
-8% -$3.63M 0.19% 108
2021
Q3 		$35.4M Sell
81,549
-1,106
-1% -$524K 0.18% 122
2021
Q2 		$37.9M Sell
82,655
-2,342
-3% -$986K 0.19% 113
2021
Q1 		$29.3M Buy
84,997
+4,861
+6% +$1.69M 0.16% 134
2020
Q4 		$29.9M Sell
80,136
-1,770
-2% -$617K 0.18% 126
2020
Q3 		$27.4M Sell
81,906
-1,132
-1% -$350K 0.18% 130
2020
Q2 		$22.6M Buy
+83,038
New +$19.2M 0.16% 139
2019
Q4 		– Sell
-1,053
Closed -$212K – 1415
2019
Q3 		$212K Sell
1,053
-158
-13% -$30.5K ﹤0.01% 1174
2019
Q2 		$231K Buy
+1,211
New +$219K ﹤0.01% 1318

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 $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

United Capital Financial Advisors's POOL Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Pool Corp (POOL) stake by 91% in Q2 2026, selling an estimated $3.74M and leaving 1,928 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

United Capital Financial Advisors first reported a position in POOL in Q2 2019 and has held it in 27 quarters since. The position peaked at $42.2M in Q4 2021. 618 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • United Capital Financial Advisors held 1,928 shares of Pool Corp worth $414K as of Q2 2026.
  • United Capital Financial Advisors sold 18,731 Pool Corp shares in Q2 2026, an estimated $3.74M.
  • Pool Corp made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1214 holding.
  • United Capital Financial Advisors first reported a position in Pool Corp in Q2 2019 and has held it in 27 quarters since.
  • United Capital Financial Advisors's Pool Corp position peaked at $42.2M in Q4 2021.
  • 618 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.