AWA
ROL icon

Arkadios Wealth Advisors’s Rollins ROL Stock Holding History

Arkadios Wealth Advisors’s Portfolio ROL Stock Details ROL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$290K Sell
5,428
-2,286
-30% -$136K ﹤0.01% 1372
2025
Q4 		$463K Sell
7,714
-637
-8% -$37.4K 0.01% 1050
2025
Q3 		$491K Buy
8,351
+1,724
+26% +$98K 0.01% 941
2025
Q2 		$374K Buy
+6,627
New +$372K 0.01% 965
2021
Q4 		– Sell
-710
Closed -$25K – 1521
2021
Q3 		$25K Buy
+710
New +$26.6K ﹤0.01% 1131

Other funds holding ROL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return