Position in POOL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,722,712
+$2,618,193 QoQ
Shares Held
17,323
+217.3% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#160
of 605 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in POOL Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $132,806,243 across 16 Industrial Distribution names. POOL ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
1,053,683 | $50,608,394 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
|
138,543 | $32,880,410 | |
| 3 | GWW |
W.W. Grainger, Inc.
|
15,621 | $21,250,808 | |
| 4 | WCC |
Wesco International Inc
|
18,456 | $6,375,256 | |
| 5 | WSO |
Watsco Inc
|
13,176 | $5,490,834 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
13,753 | $4,650,576 | |
| 7 | POOL |
Pool Corp
This page
|
17,323 | $3,722,712 | |
| 8 | MSM |
Msc Industrial Direct Co Inc
|
19,231 | $2,287,527 |
All Filings in POOL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,722,712 | 17,323 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,104,519 | 5,459 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $857,355 | 3,748 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,120,282 | 3,613 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,119,866 | 3,842 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,267,669 | 3,982 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,488,544 | 4,366 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $2,004,199 | 5,319 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,761,104 | 12,238 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $855,420 | 2,120 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $846,062 | 2,122 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $753,151 | 2,115 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $457,060 | 1,220 | Shares | Sole | 2023-07-21 | |
| 2022-12-31 | $2,386,593 | 7,894 | Shares | Sole | 2023-02-01 | |
| 2022-06-30 | $1,767,740 | 5,033 | Shares | Sole | 2022-07-18 | |
| 2020-09-30 | $1,470,637 | 4,396 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||