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Concurrent Investment Advisors’s Rollins ROL Stock Holding History

Concurrent Investment Advisors’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 		$1.88M Sell
35,144
-9,121
-21% -$543K 0.02% 639
2025
Q4 		$2.66M Buy
44,265
+17,546
+66% +$1.03M 0.03% 490
2025
Q3 		$1.57M Sell
26,719
-5,913
-18% -$336K 0.03% 522
2025
Q2 		$1.84M Buy
32,632
+1,118
+4% +$62.7K 0.04% 454
2025
Q1 		$1.7M Buy
31,514
+9,562
+44% +$480K 0.04% 402
2024
Q4 		$1.02M Buy
21,952
+414
+2% +$20.3K 0.03% 480
2024
Q3 		$1.09M Buy
21,538
+9,257
+75% +$457K 0.03% 438
2024
Q2 		$599K Buy
12,281
+1,208
+11% +$55.8K 0.02% 542
2024
Q1 		$512K Sell
11,073
-44
-0.4% -$1.94K 0.02% 542
2023
Q4 		$485K Buy
+11,117
New +$433K 0.02% 503

Other funds holding ROL

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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 $1.47T AUM 27.86% 1-Year Est. Return