Carson Wealth (CWM LLC)’s Rollins ROL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.21M | Sell |
22,675
-4,429
| -16% | -$264K | ﹤0.01% | 1440 |
|
|
2025
Q4 | $1.63M | Buy |
27,104
+1,712
| +7% | +$101K | ﹤0.01% | 1242 |
|
|
2025
Q3 | $1.49M | Sell |
25,392
-3,937
| -13% | -$224K | ﹤0.01% | 1220 |
|
|
2025
Q2 | $1.66M | Buy |
29,329
+13,162
| +81% | +$738K | 0.01% | 1019 |
|
|
2025
Q1 | $874K | Sell |
16,167
-641
| -4% | -$32.2K | ﹤0.01% | 1203 |
|
|
2024
Q4 | $779K | Sell |
16,808
-874
| -5% | -$42.8K | ﹤0.01% | 1207 |
|
|
2024
Q3 | $894K | Buy |
17,682
+7,549
| +74% | +$373K | ﹤0.01% | 1105 |
|
|
2024
Q2 | $494K | Buy |
10,133
+3,020
| +42% | +$139K | ﹤0.01% | 1201 |
|
|
2024
Q1 | $329K | Buy |
7,113
+436
| +7% | +$19.2K | ﹤0.01% | 1296 |
|
|
2023
Q4 | $292K | Buy |
6,677
+1,248
| +23% | +$48.6K | ﹤0.01% | 1264 |
|
|
2023
Q3 | $203K | Buy |
5,429
+2,112
| +64% | +$85.3K | ﹤0.01% | 1309 |
|
|
2023
Q2 | $142K | Buy |
3,317
+167
| +5% | +$6.79K | ﹤0.01% | 1390 |
|
|
2023
Q1 | $118K | Buy |
3,150
+211
| +7% | +$7.61K | ﹤0.01% | 1409 |
|
|
2022
Q4 | $107K | Buy |
2,939
+204
| +7% | +$7.93K | ﹤0.01% | 1353 |
|
|
2022
Q3 | $95K | Buy |
2,735
+255
| +10% | +$9.2K | ﹤0.01% | 1357 |
|
|
2022
Q2 | $87K | Buy |
2,480
+384
| +18% | +$13.2K | ﹤0.01% | 1373 |
|
|
2022
Q1 | $73K | Buy |
2,096
+576
| +38% | +$18.7K | ﹤0.01% | 1452 |
|
|
2021
Q4 | $52K | Buy |
+1,520
| New | +$53.2K | ﹤0.01% | 1557 |
|
|
2021
Q2 | $25K | Hold |
732
| – | – | ﹤0.01% | 1694 |
|
|
2021
Q1 | $25K | Hold |
732
| – | – | ﹤0.01% | 1694 |
|
|
2020
Q4 | $25K | Sell |
732
-366
| -33% | -$14.2K | ﹤0.01% | 1694 |
|
|
2020
Q3 | $25K | Hold |
1,098
| – | – | ﹤0.01% | 1694 |
|
|
2020
Q2 | $25K | Hold |
1,098
| – | – | ﹤0.01% | 1694 |
|
|
2020
Q1 | $25K | Hold |
1,098
| – | – | ﹤0.01% | 1693 |
|
|
2019
Q4 | $25K | Hold |
1,098
| – | – | ﹤0.01% | 1693 |
|
|
2019
Q3 | $25K | Hold |
1,098
| – | – | ﹤0.01% | 1693 |
|
|
2019
Q2 | $25K | Hold |
1,098
| – | – | ﹤0.01% | 1693 |
|
|
2019
Q1 | $25K | Buy |
1,098
+1,024
| +1,384% | +$26.6K | ﹤0.01% | 1692 |
|
|
2018
Q4 | $2K | Buy |
74
+9
| +14% | +$233 | ﹤0.01% | 1789 |
|
|
2018
Q3 | $2K | Buy |
65
+20
| +44% | +$516 | ﹤0.01% | 1557 |
|
|
2018
Q2 | $1K | Buy |
+45
| New | +$1.02K | ﹤0.01% | 1579 |
|
Other funds holding ROL
Carson Wealth (CWM LLC)'s ROL Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Rollins (ROL) stake by 16% in Q1 2026, selling an estimated $264K and leaving 22,675 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1440.
Carson Wealth (CWM LLC) first reported a position in ROL in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.66M in Q2 2025. 841 funds tracked by Wall St. Rank hold ROL as of Q1 2026.
- Carson Wealth (CWM LLC) held 22,675 shares of Rollins worth $1.21M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 4,429 Rollins shares in Q1 2026, an estimated $264K.
- Rollins made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1440 holding.
- Carson Wealth (CWM LLC) first reported a position in Rollins in Q2 2018 and has held it in 31 quarters since.
- Carson Wealth (CWM LLC)'s Rollins position peaked at $1.66M in Q2 2025.
- 841 funds tracked by Wall St. Rank held Rollins as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.