Position in POOL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$54,989,651
+$24,397,084 QoQ
Shares Held
271,782
+103.2% QoQ
Ownership
0.746%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 99.55860860473933.ToString("F0")%
Shared 0.12847839611840628.ToString("F0")%
None 0.31291299914225024.ToString("F0")%
Common Shares in POOL Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026Corient Private Wealth LLC holds $218,033,515 across 14 Industrial Distribution names. POOL ranks #1 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POOL |
Pool Corp
This page
|
271,782 | $54,989,651 | |
| 2 | WSO |
Watsco Inc
|
143,216 | $52,100,547 | |
| 3 | FAST |
Fastenal Co
|
988,345 | $45,859,207 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
33,652 | $36,707,941 | |
| 5 | WCC |
Wesco International Inc
|
60,866 | $16,654,154 | |
| 6 | FERG |
Ferguson Enterprises Inc. /DE/
|
13,537 | $3,157,640 | |
| 7 | MSM |
Msc Industrial Direct Co Inc
|
22,760 | $2,100,065 | |
| 8 | SITE |
SiteOne Landscape Supply, Inc.
|
10,047 | $1,337,356 |
All Filings in POOL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,989,651 | 271,782 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $30,592,567 | 133,738 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $2,279,324 | 7,351 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,028,748 | 24,114 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $8,752,077 | 27,492 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $11,645,487 | 34,157 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $24,399,306 | 64,754 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $19,231,482 | 62,576 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $23,351,352 | 57,872 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $22,568,182 | 56,603 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $20,402,393 | 57,294 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $20,727,332 | 55,326 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $17,377,460 | 50,746 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $645,172 | 2,134 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||