Carson Wealth (CWM LLC)
RTO icon

Carson Wealth (CWM LLC)’s Rentokil RTO Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$24.9K Buy
790
+7
+0.9% +$221 ﹤0.01% 4289
2025
Q4 		$23K Buy
783
+136
+21% +$3.78K ﹤0.01% 4097
2025
Q3 		$16K Sell
647
-74
-10% -$1.8K ﹤0.01% 4250
2025
Q2 		$17K Sell
721
-584
-45% -$13.5K ﹤0.01% 4016
2025
Q1 		$30K Sell
1,305
-213
-14% -$5.14K ﹤0.01% 3391
2024
Q4 		$38K Sell
1,518
-3,320
-69% -$84.1K ﹤0.01% 2992
2024
Q3 		$121K Sell
4,838
-713
-13% -$21.1K ﹤0.01% 2083
2024
Q2 		$165K Buy
5,551
+382
+7% +$10.6K ﹤0.01% 1691
2024
Q1 		$156K Sell
5,169
-20,890
-80% -$580K ﹤0.01% 1639
2023
Q4 		$746K Sell
26,059
-4,980
-16% -$146K ﹤0.01% 927
2023
Q3 		$1.15M Sell
31,039
-70,820
-70% -$2.71M 0.01% 687
2023
Q2 		$3.97M Sell
101,859
-33,812
-25% -$1.32M 0.02% 385
2023
Q1 		$4.95M Sell
135,671
-1,628
-1% -$51.4K 0.03% 321
2022
Q4 		$4.23M Buy
+137,299
New +$4.26M 0.03% 330

Other funds holding RTO

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RTO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Rentokil (RTO) stake by 0.89% in Q1 2026, buying an estimated $221 and bringing the position to 790 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4289.

Carson Wealth (CWM LLC) first reported a position in RTO in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.95M in Q1 2023. 282 funds tracked by Wall St. Rank hold RTO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 790 shares of Rentokil worth $24.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7 Rentokil shares in Q1 2026, an estimated $221.
  • Rentokil made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4289 holding.
  • Carson Wealth (CWM LLC) first reported a position in Rentokil in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Rentokil position peaked at $4.95M in Q1 2023.
  • 282 funds tracked by Wall St. Rank held Rentokil as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.