WANY
POOL icon

Wealthspire Advisors (New York)’s Pool Corp POOL Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-1,051
Closed -$240K – 1062
2025
Q4 		$240K Buy
1,051
+48
+5% +$12.5K ﹤0.01% 893
2025
Q3 		$311K Sell
1,003
-195
-16% -$61.1K ﹤0.01% 650
2025
Q2 		$349K Sell
1,198
-193
-14% -$58.4K ﹤0.01% 622
2025
Q1 		$443K Sell
1,391
-491
-26% -$167K ﹤0.01% 549
2024
Q4 		$642K Sell
1,882
-99
-5% -$36.1K 0.01% 453
2024
Q3 		$746K Sell
1,981
-125
-6% -$43.2K 0.01% 422
2024
Q2 		$647K Sell
2,106
-256
-11% -$92.7K 0.01% 378
2024
Q1 		$953K Buy
2,362
+47
+2% +$18.4K 0.01% 324
2023
Q4 		$923K Sell
2,315
-1
-0% -$351 0.01% 323
2023
Q3 		$825K Buy
+2,316
New +$843K 0.01% 311
2022
Q1 		– Sell
-470
Closed -$266K – 525
2021
Q4 		$266K Sell
470
-2
-0.4% -$1.05K 0.01% 445
2021
Q3 		$205K Buy
+472
New +$224K ﹤0.01% 547
2021
Q2 		– Sell
-681
Closed -$235K – 588
2021
Q1 		$235K Sell
681
-394
-37% -$137K 0.01% 630
2020
Q4 		$400K Buy
+1,075
New +$375K 0.01% 350

Other funds holding POOL

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (New York)'s POOL Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Pool Corp (POOL) in Q1 2026, closing a stake of 1,051 shares — an estimated $240K sold.

Wealthspire Advisors (New York) first reported a position in POOL in Q4 2020 and held it in 14 quarters. The position peaked at $953K in Q1 2024. 605 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Pool Corp position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,051 Pool Corp shares in Q1 2026, an estimated $240K.
  • Wealthspire Advisors (New York) first reported a position in Pool Corp in Q4 2020 and held it in 14 quarters.
  • Wealthspire Advisors (New York)'s Pool Corp position peaked at $953K in Q1 2024.
  • 605 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.