Mount Yale Investment Advisors’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $555K | Buy |
2,743
+958
| +54% | +$226K | 0.01% | 685 |
|
|
2025
Q4 | $408K | Sell |
1,785
-34
| -2% | -$8.84K | 0.02% | 513 |
|
|
2025
Q3 | $564K | Buy |
1,819
+508
| +39% | +$159K | 0.04% | 397 |
|
|
2025
Q2 | $382K | Sell |
1,311
-66
| -5% | -$20K | 0.03% | 398 |
|
|
2025
Q1 | $438K | Buy |
1,377
+6
| +0.4% | +$2.04K | 0.04% | 354 |
|
|
2024
Q4 | $467K | Sell |
1,371
-1,682
| -55% | -$613K | 0.04% | 350 |
|
|
2024
Q3 | $1.15M | Sell |
3,053
-94
| -3% | -$32.5K | 0.11% | 177 |
|
|
2024
Q2 | $967K | Sell |
3,147
-97
| -3% | -$35.1K | 0.08% | 211 |
|
|
2024
Q1 | $1.31M | Sell |
3,244
-407
| -11% | -$159K | 0.1% | 184 |
|
|
2023
Q4 | $1.46M | Sell |
3,651
-2
| -0.1% | -$701 | 0.14% | 155 |
|
|
2023
Q3 | $1.3M | Sell |
3,653
-105
| -3% | -$38.2K | 0.14% | 154 |
|
|
2023
Q2 | $1.41M | Buy |
3,758
+96
| +3% | +$32.8K | 0.15% | 145 |
|
|
2023
Q1 | $1.25M | Buy |
3,662
+915
| +33% | +$325K | 0.14% | 152 |
|
|
2022
Q4 | $831K | Sell |
2,747
-150
| -5% | -$47.5K | 0.09% | 218 |
|
|
2022
Q3 | $922K | Sell |
2,897
-17
| -0.6% | -$6.07K | 0.12% | 178 |
|
|
2022
Q2 | $1.02M | Buy |
2,914
+804
| +38% | +$319K | 0.13% | 173 |
|
|
2022
Q1 | $892K | Sell |
2,110
-286
| -12% | -$134K | 0.1% | 213 |
|
|
2021
Q4 | $1.36M | Sell |
2,396
-11
| -0.5% | -$5.77K | 0.14% | 159 |
|
|
2021
Q3 | $1.05M | Sell |
2,407
-62
| -3% | -$29.4K | 0.12% | 187 |
|
|
2021
Q2 | $1.13M | Sell |
2,469
-42
| -2% | -$17.7K | 0.14% | 160 |
|
|
2021
Q1 | $867K | Sell |
2,511
-266
| -10% | -$92.6K | 0.11% | 190 |
|
|
2020
Q4 | $1.03M | Buy |
2,777
+110
| +4% | +$38.4K | 0.15% | 164 |
|
|
2020
Q3 | $892K | Sell |
2,667
-177
| -6% | -$54.7K | 0.13% | 163 |
|
|
2020
Q2 | $773K | Buy |
2,844
+41
| +1% | +$9.49K | 0.14% | 157 |
|
|
2020
Q1 | $552K | Buy |
2,803
+262
| +10% | +$55.8K | 0.12% | 154 |
|
|
2019
Q4 | $557K | Sell |
2,541
-202
| -7% | -$41.7K | 0.1% | 178 |
|
|
2019
Q3 | $561K | Sell |
2,743
-111
| -4% | -$21.4K | 0.1% | 176 |
|
|
2019
Q2 | $556K | Sell |
2,854
-85
| -3% | -$15.3K | 0.1% | 162 |
|
|
2019
Q1 | $485K | Sell |
2,939
-5
| -0.2% | -$776 | 0.09% | 179 |
|
|
2018
Q4 | $457K | Sell |
2,944
-230
| -7% | -$34.4K | 0.09% | 191 |
|
|
2018
Q3 | $470K | Sell |
3,174
-133
| -4% | -$21.5K | 0.08% | 187 |
|
|
2018
Q2 | $501K | Sell |
3,307
-26
| -0.8% | -$3.82K | 0.09% | 173 |
|
|
2018
Q1 | $487K | Buy |
+3,333
| New | +$459K | 0.1% | 175 |
|
Other funds holding POOL
VCM
VPM
Mount Yale Investment Advisors's POOL Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Pool Corp (POOL) stake by 54% in Q1 2026, buying an estimated $226K and bringing the position to 2,743 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #685.
Mount Yale Investment Advisors first reported a position in POOL in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.46M in Q4 2023. 601 funds tracked by Wall St. Rank hold POOL as of Q1 2026.
- Mount Yale Investment Advisors held 2,743 shares of Pool Corp worth $555K as of Q1 2026.
- Mount Yale Investment Advisors bought 958 Pool Corp shares in Q1 2026, an estimated $226K.
- Pool Corp made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #685 holding.
- Mount Yale Investment Advisors first reported a position in Pool Corp in Q1 2018 and has held it in 33 quarters since.
- Mount Yale Investment Advisors's Pool Corp position peaked at $1.46M in Q4 2023.
- 601 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.