EWA
RSG icon

EP Wealth Advisors’s Republic Services RSG Stock Holding History

EP Wealth Advisors’s Portfolio RSG Stock Details RSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.9M Buy
58,711
+17,948
+44% +$3.94M 0.06% 190
2025
Q4 		$8.64M Buy
+40,763
New +$8.77M 0.04% 216
2025
Q2 		$9.86M Buy
39,999
+35,883
+872% +$8.87M 0.06% 185
2025
Q1 		$997K Sell
4,116
-46
-1% -$10.3K 0.01% 500
2024
Q4 		$837K Buy
4,162
+297
+8% +$61.5K 0.01% 550
2024
Q3 		$776K Buy
3,865
+5
+0.1% +$1.01K 0.01% 564
2024
Q2 		$750K Buy
3,860
+60
+2% +$11.3K 0.01% 441
2024
Q1 		$727K Buy
3,800
+1,467
+63% +$260K 0.01% 436
2023
Q4 		$385K Sell
2,333
-161
-6% -$25K ﹤0.01% 558
2023
Q3 		$355K Sell
2,494
-45,444
-95% -$6.75M 0.01% 526
2023
Q2 		$359K Buy
47,938
+42,184
+733% +$6.03M 0.01% 529
2023
Q1 		$502K Sell
5,754
-1,031
-15% -$132K 0.01% 402
2022
Q4 		$875K Buy
+6,785
New +$905K 0.02% 301

Other funds holding RSG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM