Atria Wealth Solutions’s Rollins ROL Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$672K	Sell	11,910 -13,334	-53%	-$748K	0.02%	799
2025 Q1	$1.36M	Buy	25,244 +5,965	+31%	+$300K	0.02%	771
2024 Q4	$894K	Sell	19,279 -2,231	-10%	-$109K	0.01%	968
2024 Q3	$1.09M	Sell	21,510 -10,991	-34%	-$543K	0.01%	880
2024 Q2	$1.59M	Sell	32,501 -11,017	-25%	-$509K	0.02%	713
2024 Q1	$2.01M	Sell	43,518 -5,547	-11%	-$245K	0.02%	636
2023 Q4	$2.14M	Sell	49,065 -746	-1%	-$29K	0.03%	582
2023 Q3	$1.86M	Buy	49,811 +16,495	+50%	+$666K	0.03%	581
2023 Q2	$1.43M	Sell	33,316 -1,253	-4%	-$50.9K	0.02%	703
2023 Q1	$1.3M	Sell	34,569 -146	-0.4%	-$5.27K	0.02%	704
2022 Q4	$1.27M	Sell	34,715 -3,033	-8%	-$118K	0.02%	657
2022 Q3	$1.31M	Buy	37,748 +6,679	+21%	+$241K	0.02%	626
2022 Q2	$1.08M	Sell	31,069 -751	-2%	-$25.8K	0.02%	660
2022 Q1	$1.12M	Buy	+31,820	New	+$1.03M	0.02%	687

Other funds holding ROL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM