Position in POOL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,059,031
-$64,049 QoQ
Shares Held
18,888
-7.3% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#153
of 605 holders
Holding Since
Dec 2020
23 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, 2026NewEdge Wealth, LLC holds $18,953,212 across 6 Industrial Distribution names. POOL ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
136,014 | $6,532,752 | |
| 2 | POOL |
Pool Corp
This page
|
18,888 | $4,059,031 | |
| 3 | WSO |
Watsco Inc
|
8,143 | $3,393,432 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
2,081 | $2,830,992 | |
| 5 | SITE |
SiteOne Landscape Supply, Inc.
|
16,880 | $1,931,240 | |
| 6 | FERG |
Ferguson Enterprises Inc. /DE/
|
867 | $205,765 |
All Filings in POOL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,059,031 | 18,888 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,123,080 | 20,378 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,481,480 | 10,848 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,398,653 | 14,186 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,464,890 | 15,318 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,950,660 | 15,551 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,632,010 | 13,586 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,691,940 | 15,106 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,376,071 | 14,239 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,628,421 | 13,949 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,035,308 | 12,629 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,208,033 | 11,817 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,029,253 | 10,755 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,558,636 | 10,392 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,916,577 | 9,647 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,789,428 | 8,766 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,957,707 | 8,421 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,107,907 | 4,985 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,544,170 | 4,495 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,868,397 | 4,301 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,725,020 | 3,761 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,258,399 | 3,645 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,564,500 | 4,200 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||