AWM
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Axxcess Wealth Management’s Rollins ROL Stock Holding History

Axxcess Wealth Management’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 		– Sell
-13,688
Closed -$822K – 867
2025
Q4 		$822K Sell
13,688
-1,577
-10% -$92.6K 0.01% 551
2025
Q3 		$897K Sell
15,265
-3,154
-17% -$179K 0.02% 472
2025
Q2 		$1.04M Sell
18,419
-5,264
-22% -$295K 0.02% 419
2025
Q1 		$1.28M Sell
23,683
-12,952
-35% -$650K 0.03% 338
2024
Q4 		$1.7M Buy
36,635
+1,116
+3% +$54.7K 0.04% 312
2024
Q3 		$1.8M Buy
35,519
+10,474
+42% +$517K 0.04% 289
2024
Q2 		$1.22M Buy
25,045
+563
+2% +$26K 0.03% 335
2024
Q1 		$1.13M Sell
24,482
-23,097
-49% -$1.02M 0.03% 348
2023
Q4 		$2.08M Buy
47,579
+1,498
+3% +$58.3K 0.06% 242
2023
Q3 		$1.72M Buy
46,081
+6,807
+17% +$275K 0.06% 228
2023
Q2 		$1.68M Buy
39,274
+17,715
+82% +$720K 0.12% 155
2023
Q1 		$809K Buy
21,559
+55
+0.3% +$1.98K 0.06% 269
2022
Q4 		$786K Buy
21,504
+9,564
+80% +$372K 0.06% 265
2022
Q3 		$415K Buy
+11,940
New +$431K 0.04% 352
2022
Q2 		– Sell
-5,819
Closed -$204K – 638
2022
Q1 		$204K Sell
5,819
-129
-2% -$4.18K 0.02% 586
2021
Q4 		$203K Buy
+5,948
New +$208K 0.01% 584

Other funds holding ROL

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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 $1.56T AUM 27.86% 1-Year Est. Return

Axxcess Wealth Management's ROL Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Rollins (ROL) in Q1 2026, closing a stake of 13,688 shares — an estimated $822K sold.

Axxcess Wealth Management first reported a position in ROL in Q4 2021 and held it in 16 quarters. The position peaked at $2.08M in Q4 2023. 837 funds tracked by Wall St. Rank hold ROL as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Rollins position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 13,688 Rollins shares in Q1 2026, an estimated $822K.
  • Axxcess Wealth Management first reported a position in Rollins in Q4 2021 and held it in 16 quarters.
  • Axxcess Wealth Management's Rollins position peaked at $2.08M in Q4 2023.
  • 837 funds tracked by Wall St. Rank held Rollins as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.