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Waverly Advisors’s Pool Corp POOL Stock Holding History

Waverly 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 		$8.31M Buy
38,682
+28,438
+278% +$5.67M 0.05% 330
2026
Q1 		$2.07M Buy
10,244
+9,295
+979% +$2.19M 0.02% 637
2025
Q4 		$217K Buy
949
+220
+30% +$57.2K ﹤0.01% 1352
2025
Q3 		$226K Buy
729
+29
+4% +$9.09K ﹤0.01% 1157
2025
Q2 		$204K Sell
700
-16
-2% -$4.84K ﹤0.01% 1115
2025
Q1 		$228K Sell
716
-19
-3% -$6.45K ﹤0.01% 1017
2024
Q4 		$251K Buy
+735
New +$268K ﹤0.01% 875

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

Waverly Advisors's POOL Position: Q2 2026 in Review

Waverly Advisors increased its Pool Corp (POOL) stake by 278% in Q2 2026, buying an estimated $5.67M and bringing the position to 38,682 shares worth $8.31M. The position accounts for 0.05% of the portfolio, ranked #330.

Waverly Advisors first reported a position in POOL in Q4 2024 and has held it in 7 quarters since. 618 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Waverly Advisors held 38,682 shares of Pool Corp worth $8.31M as of Q2 2026.
  • Waverly Advisors bought 28,438 Pool Corp shares in Q2 2026, an estimated $5.67M.
  • Pool Corp made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #330 holding.
  • Waverly Advisors first reported a position in Pool Corp in Q4 2024 and has held it in 7 quarters since.
  • 618 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.