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Planning Strategies Inc.’s Pool Corp POOL Stock Holding History

Planning Strategies Inc.’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 		$1.72K Buy
+8
New +$1.6K ﹤0.01% 629

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Planning Strategies Inc.'s POOL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Pool Corp (POOL) in Q2 2026: 8 shares worth $1.72K. The stake represents ﹤0.01% of the portfolio and ranks #629 among its holdings.

166 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Planning Strategies Inc. held 8 shares of Pool Corp worth $1.72K as of Q2 2026.
  • Pool Corp was a new Planning Strategies Inc. position in Q2 2026.
  • Pool Corp made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #629 holding.
  • 166 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.