Position in POOL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$414,327
-$3,765,608 QoQ
Shares Held
1,928
-90.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#336
of 605 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in POOL Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $23,580,441 across 8 Industrial Distribution names. POOL ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
50,396 | $11,960,482 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
4,197 | $5,709,598 | |
| 3 | WSO |
Watsco Inc
|
6,041 | $2,517,465 | |
| 4 | FAST |
Fastenal Co
|
34,485 | $1,656,314 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
1,596 | $539,687 | |
| 6 | MSM |
Msc Industrial Direct Co Inc
|
4,491 | $534,204 | |
| 7 | POOL |
Pool Corp
This page
|
1,928 | $414,327 | |
| 8 | WCC |
Wesco International Inc
|
719 | $248,364 |
All Filings in POOL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,327 | 1,928 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $4,179,935 | 20,659 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,615,583 | 24,549 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $8,365,378 | 26,979 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,784,556 | 26,707 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $8,784,868 | 27,595 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,267,021 | 35,980 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $15,141,708 | 40,185 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $12,755,116 | 41,503 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $17,628,511 | 43,689 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $18,377,341 | 46,092 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $26,984,189 | 75,777 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $31,307,915 | 83,568 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $24,403,472 | 80,718 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $24,174,731 | 75,971 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $26,130,809 | 74,398 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $30,993,213 | 73,296 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $42,233,788 | 74,618 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $35,425,701 | 81,549 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $37,910,542 | 82,655 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $29,344,364 | 84,997 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $29,850,660 | 80,136 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $27,400,833 | 81,906 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $22,575,541 | 83,038 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||