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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
2023
Q3 		– Sell
-200
Closed -$74.9K – 523
2023
Q2 		$74.9K Buy
+200
New +$68.4K 0.01% 497

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 $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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. 736 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.
  • 736 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.