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
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

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

United Capital Financial Advisors's POOL Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Pool Corp (POOL) stake by 16% in Q1 2026, selling an estimated $917K and leaving 20,659 shares worth $4.18M. The position accounts for 0.03% of the portfolio, ranked #393.

United Capital Financial Advisors first reported a position in POOL in Q2 2019 and has held it in 26 quarters since. The position peaked at $42.2M in Q4 2021. 600 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

  • United Capital Financial Advisors held 20,659 shares of Pool Corp worth $4.18M as of Q1 2026.
  • United Capital Financial Advisors sold 3,890 Pool Corp shares in Q1 2026, an estimated $917K.
  • Pool Corp made up 0.03% of United Capital Financial Advisors's portfolio in Q1 2026, its #393 holding.
  • United Capital Financial Advisors first reported a position in Pool Corp in Q2 2019 and has held it in 26 quarters since.
  • United Capital Financial Advisors's Pool Corp position peaked at $42.2M in Q4 2021.
  • 600 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.