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Cape Investment Advisory’s Rentokil RTO Stock Holding History

Cape Investment Advisory’s Portfolio RTO Stock Details RTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$98.3K Sell
4,979
-531
-10% -$13.3K 0.03% 354
2026
Q2 		$158K Buy
+5,510
New +$175K 0.04% 271
2026
Q1 		– Sell
-3,154
Closed -$92.9K – 989
2025
Q4 		$92.9K Buy
3,154
+536
+20% +$14.9K 0.03% 316
2025
Q3 		$66.1K Buy
2,618
+38
+1% +$926 0.07% 195
2025
Q2 		$61.9K Buy
2,580
+61
+2% +$1.41K 0.02% 340
2025
Q1 		$57.7K Buy
2,519
+1,014
+67% +$24.5K 0.02% 320
2024
Q4 		$38.1K Buy
1,505
+594
+65% +$15.1K 0.01% 367
2024
Q3 		$22.7K Buy
911
+229
+34% +$6.78K 0.01% 437
2024
Q2 		$20.2K Sell
682
-60
-8% -$1.66K 0.01% 421
2024
Q1 		$22.4K Buy
+742
New +$20.6K 0.01% 427

Other funds holding RTO

NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cape Investment Advisory's RTO Position: Q3 2026 in Review

Cape Investment Advisory reduced its Rentokil (RTO) stake by 9.6% in Q3 2026, selling an estimated $13.3K and leaving 4,979 shares worth $98.3K. The position accounts for 0.03% of the portfolio, ranked #354.

Cape Investment Advisory first reported a position in RTO in Q1 2024 and has held it in 10 quarters since. The position peaked at $158K in Q2 2026. 16 funds tracked by Wall St. Rank hold RTO as of Q3 2026.

  • Cape Investment Advisory held 4,979 shares of Rentokil worth $98.3K as of Q3 2026.
  • Cape Investment Advisory sold 531 Rentokil shares in Q3 2026, an estimated $13.3K.
  • Rentokil made up 0.03% of Cape Investment Advisory's portfolio in Q3 2026, its #354 holding.
  • Cape Investment Advisory first reported a position in Rentokil in Q1 2024 and has held it in 10 quarters since.
  • Cape Investment Advisory's Rentokil position peaked at $158K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Rentokil as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.