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Whipplewood Advisors’s Pool Corp POOL Stock Holding History

Whipplewood 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 		$215 Sell
1
-13
-93% -$2.59K ﹤0.01% 630
2026
Q1 		$2.83K Buy
+14
New +$3.3K ﹤0.01% 713
2025
Q3 		– Sell
-14
Closed -$4.08K – 940
2025
Q2 		$4.08K Sell
14
-66
-83% -$20K ﹤0.01% 734
2025
Q1 		$4.46K Buy
80
+66
+471% +$22.4K ﹤0.01% 724
2024
Q4 		$4.77K Buy
+14
New +$5.1K ﹤0.01% 706

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

Whipplewood Advisors's POOL Position: Q2 2026 in Review

Whipplewood Advisors reduced its Pool Corp (POOL) stake by 93% in Q2 2026, selling an estimated $2.59K and leaving 1 share worth $215. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Whipplewood Advisors first reported a position in POOL in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.77K in Q4 2024. 609 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Whipplewood Advisors held 1 share of Pool Corp worth $215 as of Q2 2026.
  • Whipplewood Advisors sold 13 Pool Corp shares in Q2 2026, an estimated $2.59K.
  • Pool Corp made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #630 holding.
  • Whipplewood Advisors first reported a position in Pool Corp in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Pool Corp position peaked at $4.77K in Q4 2024.
  • 609 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.