EWM
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Evermay Wealth Management’s Republic Services RSG Stock Holding History

Evermay Wealth Management’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
Q2 		$9.8K Sell
46
-16
-26% -$3.35K ﹤0.01% 510
2026
Q1 		$13.6K Buy
62
+16
+35% +$3.51K ﹤0.01% 435
2025
Q4 		$9.75K Buy
+46
New +$9.9K ﹤0.01% 450
2024
Q1 		– Sell
-2
Closed -$330 – 710
2023
Q4 		$330 Buy
+2
New +$310 ﹤0.01% 645
2021
Q3 		– Sell
-53
Closed -$6K – 517
2021
Q2 		$6K Buy
+53
New +$5.7K ﹤0.01% 437

Other funds holding RSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evermay Wealth Management's RSG Position: Q2 2026 in Review

Evermay Wealth Management reduced its Republic Services (RSG) stake by 26% in Q2 2026, selling an estimated $3.35K and leaving 46 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Evermay Wealth Management first reported a position in RSG in Q2 2021 and has held it in 5 quarters since. The position peaked at $13.6K in Q1 2026. 1,299 funds tracked by Wall St. Rank hold RSG as of Q2 2026.

  • Evermay Wealth Management held 46 shares of Republic Services worth $9.8K as of Q2 2026.
  • Evermay Wealth Management sold 16 Republic Services shares in Q2 2026, an estimated $3.35K.
  • Republic Services made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #510 holding.
  • Evermay Wealth Management first reported a position in Republic Services in Q2 2021 and has held it in 5 quarters since.
  • Evermay Wealth Management's Republic Services position peaked at $13.6K in Q1 2026.
  • 1,299 funds tracked by Wall St. Rank held Republic Services as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.