Cornerstone Planning Group’s Rentokil RTO Stock Holding History

Cornerstone Planning Group’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 Q2	$3.61K	Sell	121 -12	-9%	-$381	﹤0.01%	1176
2026 Q1	$4.5K	Buy	133 +22	+20%	+$693	﹤0.01%	1112
2025 Q4	$3.6K	Buy	111 +21	+23%	+$583	﹤0.01%	1062
2025 Q3	$18.9K	Buy	90 +5	+6%	+$122	﹤0.01%	601
2025 Q2	$2.01K	Sell	85 -27	-24%	-$626	﹤0.01%	950
2025 Q1	$2.53K	Buy	112 +22	+24%	+$531	﹤0.01%	926
2024 Q4	$2.2K	Buy	90 +20	+29%	+$507	﹤0.01%	776
2024 Q3	$1.79K	Sell	70 -52	-43%	-$1.54K	﹤0.01%	796
2024 Q2	$3.63K	Buy	122 +46	+61%	+$1.28K	﹤0.01%	642
2024 Q1	$1.97K	Sell	76 -4	-5%	-$111	﹤0.01%	668
2023 Q4	$2.29K	Hold	80	–	–	﹤0.01%	609
2023 Q3	$2.96K	Sell	80 -163	-67%	-$6.23K	﹤0.01%	598
2023 Q2	$9.48K	Buy	+243	New	+$9.52K	﹤0.01%	689
2022 Q4	$8.53K	Buy	+275	New	+$8.54K	﹤0.01%	695

Other funds holding RTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

NPA

Nichols & Pratt Advisers Boston, Massachusetts $1.65B AUM 22.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cornerstone Planning Group's RTO Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Rentokil (RTO) stake by 9% in Q2 2026, selling an estimated $381 and leaving 121 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Cornerstone Planning Group first reported a position in RTO in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.9K in Q3 2025. 144 funds tracked by Wall St. Rank hold RTO as of Q2 2026.

Cornerstone Planning Group held 121 shares of Rentokil worth $3.61K as of Q2 2026.
Cornerstone Planning Group sold 12 Rentokil shares in Q2 2026, an estimated $381.
Rentokil made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1176 holding.
Cornerstone Planning Group first reported a position in Rentokil in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Rentokil position peaked at $18.9K in Q3 2025.
144 funds tracked by Wall St. Rank held Rentokil as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.