MISSION WEALTH MANAGEMENT, LP

Position in POOL — Pool Corp

CIK 1645382 Santa Barbara, CA

Position in POOL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$677,579

+$262,196 QoQ

Shares Held

3,153

+53.6% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#293

of 605 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $4,325,508 across 6 Industrial Distribution names. POOL ranks #3 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	1,343	$1,827,017
2	FERG	Ferguson Enterprises Inc. /DE/	3,046	$722,907
3	POOL	Pool Corp This page	3,153	$677,579
4	FAST	Fastenal Co	11,683	$561,134
5	AIT	Applied Industrial Technologies Inc	953	$322,256
6	WSO	Watsco Inc	515	$214,615

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$677,579	3,153	+53.6%	Shares	Sole	2026-07-20
2026-03-31	$415,383	2,053	+18.5%	Shares	Sole	2026-05-15
2025-12-31	$396,195	1,732	-5.8%	Shares	Sole	2026-02-05
2025-09-30	$570,218	1,839	-8.3%	Shares	Sole	2025-11-04
2025-06-30	$584,417	2,005	-4.0%	Shares	Sole	2025-08-05
2025-03-31	$664,714	2,088	+0.6%	Shares	Sole	2025-04-17
2024-12-31	$707,791	2,076	-19.3%	Shares	Sole	2025-02-06
2024-09-30	$968,752	2,571	-4.3%	Shares	Sole	2024-10-31
2024-06-30	$825,488	2,686	+7.1%	Shares	Sole	2024-08-05
2024-03-31	$1,011,574	2,507	-7.1%	Shares	Sole	2024-04-30
2023-12-31	$1,076,517	2,700	+10.7%	Shares	Sole	2024-02-05
2023-09-30	$868,527	2,439	-2.4%	Shares	Sole	2023-10-24
2023-06-30	$936,225	2,499	-2.2%	Shares	Sole	2023-08-04
2023-03-31	$874,934	2,555	+1.8%	Shares	Sole	2023-04-07
2022-12-31	$758,848	2,510	+5.5%	Shares	Sole	2023-02-02
2022-09-30	$757,339	2,380	+8.2%	Shares	Sole	2022-10-12
2022-06-30	$772,706	2,200	+33.7%	Shares	Sole	2022-07-27
2022-03-31	$695,588	1,645	+20.7%	Shares	Sole	2022-04-25
2021-12-31	$771,458	1,363	+9.0%	Shares	Sole	2022-02-11
2021-09-30	$543,446	1,251	+5.4%	Shares	Sole	2021-11-05
2021-06-30	$544,429	1,187	-4.4%	Shares	Sole	2021-08-10
2021-03-31	$428,788	1,242	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.