West Branch Capital’s Pool Corp POOL Stock Holding History

West Branch Capital’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	-30	Closed	-$6.86K	–	417
2025 Q4	$6.86K	Hold	30	–	–	﹤0.01%	292
2025 Q3	$9.3K	Sell	30 -23	-43%	-$7.21K	﹤0.01%	291
2025 Q2	$15.4K	Hold	53	–	–	﹤0.01%	228
2025 Q1	$16.9K	Buy	53 +23	+77%	+$7.8K	0.01%	244
2024 Q4	$10.2K	Hold	30	–	–	﹤0.01%	266
2024 Q3	$11.3K	Hold	30	–	–	﹤0.01%	257
2024 Q2	$9.22K	Hold	30	–	–	﹤0.01%	281
2024 Q1	$12.1K	Hold	30	–	–	﹤0.01%	264
2023 Q4	$12K	Hold	30	–	–	0.01%	266
2023 Q3	$10.7K	Hold	30	–	–	0.01%	274
2023 Q2	$11.2K	Hold	30	–	–	0.01%	272
2023 Q1	$10.3K	Hold	30	–	–	0.01%	286
2022 Q4	$9.07K	Hold	30	–	–	0.01%	292
2022 Q3	$10K	Hold	30	–	–	0.01%	288
2022 Q2	$11K	Hold	30	–	–	0.01%	271
2022 Q1	$13K	Hold	30	–	–	0.01%	272
2021 Q4	$17K	Hold	30	–	–	0.01%	276
2021 Q3	$13K	Hold	30	–	–	0.01%	288
2021 Q2	$14K	Buy	+30	New	+$12.6K	0.01%	293

Other funds holding POOL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Branch Capital's POOL Position: Q1 2026 in Review

West Branch Capital sold out of Pool Corp (POOL) in Q1 2026, closing a stake of 30 shares — an estimated $6.86K sold.

West Branch Capital first reported a position in POOL in Q2 2021 and held it in 19 quarters. The position peaked at $17K in Q4 2021. 600 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

West Branch Capital reported no remaining Pool Corp position as of Q1 2026 after selling out during the quarter.
West Branch Capital sold 30 Pool Corp shares in Q1 2026, an estimated $6.86K.
West Branch Capital first reported a position in Pool Corp in Q2 2021 and held it in 19 quarters.
West Branch Capital's Pool Corp position peaked at $17K in Q4 2021.
600 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.