Back to POOL
Creative Planning POOL Position History
Pool Corporation • Wholesale Trade
Quarters held
8
Latest value
$3.6M
Q3 2026
Peak value
$6.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.6M |
| Q3 2025 | $19K |
| Q4 2025 | $3.2M |
| Q1 2026 | $2.8M |
| Q2 2026 | $18K |
| Q2 2026 | $6.3M |
| Q3 2026 | $13K |
| Q3 2026 | $3.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.6M | 22.1K | — | — |
| Q3 2026 | $13K | 79 | — | — |
| Q2 2026 | $6.3M | 29.4K | — | — |
| Q2 2026 | $18K | 83 | — | — |
| Q1 2026 | $2.8M | 14.0K | — | — |
| Q4 2025 | $3.2M | 13.8K | — | — |
| Q3 2025 | $19K | 61 | — | — |
| Q3 2025 | $2.6M | 8.4K | — | — |
Other funds holding POOL
$1.4B
$1.2B
$1.1B
$951.6M
$894.5M
$828.5M
$633.2M