Avantax Planning Partners’s Republic Services RSG Stock Holding History

Avantax Planning Partners’s Portfolio RSG Stock Details RSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,684	Closed	-$415K	–	453
2025 Q2	$415K	Hold	1,684	–	–	0.01%	291
2025 Q1	$408K	Buy	1,684 +10	+0.6%	+$2.24K	0.01%	290
2024 Q4	$337K	Hold	1,674	–	–	0.01%	315
2024 Q3	$336K	Hold	1,674	–	–	0.01%	315
2024 Q2	$325K	Hold	1,674	–	–	0.01%	348
2024 Q1	$320K	Buy	+1,674	New	+$297K	0.01%	352
2018 Q4	–	Sell	-187	Closed	-$14K	–	1003
2018 Q3	$14K	Buy	+187	New	+$13.5K	﹤0.01%	793
2018 Q2	–	Sell	-194	Closed	-$13K	–	1218
2018 Q1	$13K	Buy	+194	New	+$13K	﹤0.01%	943

Other funds holding RSG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Planning Partners's RSG Position: Q3 2025 in Review

Avantax Planning Partners sold out of Republic Services (RSG) in Q3 2025, closing a stake of 1,684 shares — an estimated $415K sold.

Avantax Planning Partners first reported a position in RSG in Q1 2018 and held it in 8 quarters. The position peaked at $415K in Q2 2025. 1,269 funds tracked by Wall St. Rank hold RSG as of Q3 2025.

Avantax Planning Partners reported no remaining Republic Services position as of Q3 2025 after selling out during the quarter.
Avantax Planning Partners sold 1,684 Republic Services shares in Q3 2025, an estimated $415K.
Avantax Planning Partners first reported a position in Republic Services in Q1 2018 and held it in 8 quarters.
Avantax Planning Partners's Republic Services position peaked at $415K in Q2 2025.
1,269 funds tracked by Wall St. Rank held Republic Services as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.