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Regal Investment Advisors’s Pool Corp POOL Stock Holding History

Regal Investment Advisors’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,080
Closed -$368K – 482
2024
Q4 		$368K Buy
1,080
+148
+16% +$53.9K 0.03% 370
2024
Q3 		$351K Buy
932
+219
+31% +$75.8K 0.02% 415
2024
Q2 		$219K Buy
713
+172
+32% +$62.3K 0.01% 529
2024
Q1 		$218K Sell
541
-100
-16% -$39.1K 0.01% 532
2023
Q4 		$256K Sell
641
-9
-1% -$3.15K 0.02% 451
2023
Q3 		$231K Buy
650
+77
+13% +$28K 0.02% 441
2023
Q2 		$215K Buy
+573
New +$196K 0.02% 467

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Regal Investment Advisors's POOL Position: Q1 2025 in Review

Regal Investment Advisors sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 1,080 shares — an estimated $368K sold.

Regal Investment Advisors first reported a position in POOL in Q2 2023 and held it in 7 quarters. The position peaked at $368K in Q4 2024. 737 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

  • Regal Investment Advisors reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
  • Regal Investment Advisors sold 1,080 Pool Corp shares in Q1 2025, an estimated $368K.
  • Regal Investment Advisors first reported a position in Pool Corp in Q2 2023 and held it in 7 quarters.
  • Regal Investment Advisors's Pool Corp position peaked at $368K in Q4 2024.
  • 737 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on Regal Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.