RWML
POOL icon

RAFFA WEALTH MANAGEMENT, LLC’s Pool Corp POOL Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$1.93K Sell
9
-3
-25% -$599 ﹤0.01% 847
2026
Q1 		$2.43K Buy
12
+1
+9% +$236 ﹤0.01% 702
2025
Q4 		$2.52K Hold
11
– – ﹤0.01% 684
2025
Q3 		$3.41K Buy
11
+9
+450% +$2.82K ﹤0.01% 573
2025
Q2 		$583 Hold
2
– – ﹤0.01% 971
2025
Q1 		$637 Hold
2
– – ﹤0.01% 915
2024
Q4 		$682 Hold
2
– – ﹤0.01% 950
2024
Q3 		$754 Hold
2
– – ﹤0.01% 910
2024
Q2 		$615 Hold
2
– – ﹤0.01% 1016
2024
Q1 		$807 Hold
2
– – ﹤0.01% 942
2023
Q4 		$797 Hold
2
– – ﹤0.01% 880
2023
Q3 		$712 Hold
2
– – ﹤0.01% 874
2023
Q2 		$749 Hold
2
– – ﹤0.01% 877
2023
Q1 		$685 Hold
2
– – ﹤0.01% 896
2022
Q4 		$605 Hold
2
– – ﹤0.01% 912
2022
Q3 		$636 Hold
2
– – ﹤0.01% 955
2022
Q2 		$702 Hold
2
– – ﹤0.01% 931
2022
Q1 		$846 Hold
2
– – ﹤0.01% 926
2021
Q4 		$1.13K Hold
2
– – ﹤0.01% 824
2021
Q3 		$869 Hold
2
– – ﹤0.01% 877
2021
Q2 		$917 Hold
2
– – ﹤0.01% 865
2021
Q1 		$690 Buy
+2
New +$697 ﹤0.01% 971
2017
Q3 		– Sell
-20
Closed -$2.35K – 360
2017
Q2 		$2.35K Hold
20
– – ﹤0.01% 271
2017
Q1 		$2.39K Sell
20
-7
-26% -$785 ﹤0.01% 248
2016
Q4 		$2.82K Buy
27
+6
+29% +$592 ﹤0.01% 252
2016
Q3 		$1.99K Hold
21
– – ﹤0.01% 280
2016
Q2 		$1.98K Buy
21
+3
+17% +$270 ﹤0.01% 270
2016
Q1 		$1.58K Hold
18
– – ﹤0.01% 295
2015
Q4 		$1.45K Buy
18
+8
+80% +$640 ﹤0.01% 309
2015
Q3 		$723 Hold
10
– – ﹤0.01% 494
2015
Q2 		$702 Hold
10
– – ﹤0.01% 511
2015
Q1 		$698 Sell
10
-5
-33% -$334 ﹤0.01% 526
2014
Q4 		$952 Hold
15
– – ﹤0.01% 368
2014
Q3 		$809 Buy
+15
New +$835 ﹤0.01% 395
2014
Q1 		– Sell
-15
Closed -$952 – 614
2013
Q4 		$952 Buy
+15
New +$828 ﹤0.01% 368

Other funds holding POOL

CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's POOL Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Pool Corp (POOL) stake by 25% in Q2 2026, selling an estimated $599 and leaving 9 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in POOL in Q4 2013 and has held it in 35 quarters since. The position peaked at $3.41K in Q3 2025. 145 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 9 shares of Pool Corp worth $1.93K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 3 Pool Corp shares in Q2 2026, an estimated $599.
  • Pool Corp made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #847 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Pool Corp in Q4 2013 and has held it in 35 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Pool Corp position peaked at $3.41K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.