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Baker Tilly Wealth Management’s Republic Services RSG Stock Holding History

Baker Tilly Wealth Management’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
2026
Q2 		– Sell
-996
Closed -$218K – 308
2026
Q1 		$218K Buy
996
+27
+3% +$5.92K 0.05% 265
2025
Q4 		$205K Buy
969
+8
+0.8% +$1.72K 0.05% 280
2025
Q3 		$221K Sell
961
-4
-0.4% -$939 0.05% 252
2025
Q2 		$238K Sell
965
-142
-13% -$35.1K 0.09% 211
2025
Q1 		$268K Buy
1,107
+32
+3% +$7.17K 0.11% 196
2024
Q4 		$216K Buy
1,075
+23
+2% +$4.76K 0.08% 224
2024
Q3 		$211K Sell
1,052
-106
-9% -$21.3K 0.09% 226
2024
Q2 		$225K Sell
1,158
-1,439
-55% -$272K 0.09% 246
2024
Q1 		$497K Sell
2,597
-553
-18% -$98.1K 0.09% 254
2023
Q4 		$519K Sell
3,150
-312
-9% -$48.4K 0.09% 268
2023
Q3 		$493K Sell
3,462
-79
-2% -$11.7K 0.08% 262
2023
Q2 		$542K Sell
3,541
-147
-4% -$21K 0.06% 316
2023
Q1 		$499K Sell
3,688
-47
-1% -$6K 0.06% 333
2022
Q4 		$482K Sell
3,735
-1,748
-32% -$233K 0.06% 333
2022
Q3 		$746K Sell
5,483
-25
-0.5% -$3.49K 0.1% 217
2022
Q2 		$721K Sell
5,508
-106
-2% -$13.9K 0.09% 230
2022
Q1 		$744K Sell
5,614
-1,778
-24% -$226K 0.08% 246
2021
Q4 		$1.03M Buy
7,392
+1,830
+33% +$243K 0.11% 190
2021
Q3 		$668K Buy
5,562
+607
+12% +$72.6K 0.09% 256
2021
Q2 		$545K Buy
4,955
+474
+11% +$50.9K 0.09% 259
2021
Q1 		$445K Buy
4,481
+838
+23% +$78.6K 0.09% 267
2020
Q4 		$351K Buy
+3,643
New +$347K 0.11% 210

Other funds holding RSG

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Baker Tilly Wealth Management's RSG Position: Q2 2026 in Review

Baker Tilly Wealth Management sold out of Republic Services (RSG) in Q2 2026, closing a stake of 996 shares — an estimated $218K sold.

Baker Tilly Wealth Management first reported a position in RSG in Q4 2020 and held it in 22 quarters. The position peaked at $1.03M in Q4 2021. 312 funds tracked by Wall St. Rank hold RSG as of Q2 2026.

  • Baker Tilly Wealth Management reported no remaining Republic Services position as of Q2 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 996 Republic Services shares in Q2 2026, an estimated $218K.
  • Baker Tilly Wealth Management first reported a position in Republic Services in Q4 2020 and held it in 22 quarters.
  • Baker Tilly Wealth Management's Republic Services position peaked at $1.03M in Q4 2021.
  • 312 funds tracked by Wall St. Rank held Republic Services as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.