Position in POOL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,159,170
+$476,914 QoQ
Shares Held
5,394
+60.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#253
of 609 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in POOL Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $3,237,738 across 3 Industrial Distribution names. POOL ranks #2 (35.8% of the industry book) .
All Filings in POOL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,159,170 | 5,394 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $682,256 | 3,372 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $243,847 | 1,066 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||