UF
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Univest Financial’s Pool Corp POOL Stock Holding History

Univest Financial’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
-11,617
Closed -$2.35M – 278
2026
Q1 		$2.35M Sell
11,617
-9,006
-44% -$2.12M 0.13% 113
2025
Q4 		$4.72M Sell
20,623
-13,712
-40% -$3.57M 0.25% 73
2025
Q3 		$10.6M Buy
34,335
+3,458
+11% +$1.08M 0.6% 42
2025
Q2 		$9M Buy
30,877
+769
+3% +$233K 0.54% 46
2025
Q1 		$9.58M Buy
30,108
+1,803
+6% +$612K 0.63% 41
2024
Q4 		$9.65M Buy
28,305
+287
+1% +$105K 0.61% 45
2024
Q3 		$10.6M Buy
28,018
+18,568
+196% +$6.42M 0.7% 37
2024
Q2 		$2.9M Sell
9,450
-37
-0.4% -$13.4K 0.81% 44
2024
Q1 		$3.83M Buy
9,487
+133
+1% +$52K 1.08% 37
2023
Q4 		$3.73M Sell
9,354
-29
-0.3% -$10.2K 1.1% 34
2023
Q3 		$3.34M Sell
9,383
-883
-9% -$321K 1.12% 36
2023
Q2 		$3.85M Buy
+10,266
New +$3.51M 1.16% 33

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

Univest Financial's POOL Position: Q2 2026 in Review

Univest Financial sold out of Pool Corp (POOL) in Q2 2026, closing a stake of 11,617 shares — an estimated $2.35M sold.

Univest Financial first reported a position in POOL in Q2 2023 and held it in 12 quarters. The position peaked at $10.6M in Q3 2025. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Univest Financial reported no remaining Pool Corp position as of Q2 2026 after selling out during the quarter.
  • Univest Financial sold 11,617 Pool Corp shares in Q2 2026, an estimated $2.35M.
  • Univest Financial first reported a position in Pool Corp in Q2 2023 and held it in 12 quarters.
  • Univest Financial's Pool Corp position peaked at $10.6M in Q3 2025.
  • 615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.