EWA
ROL icon

EverSource Wealth Advisors’s Rollins ROL Stock Holding History

EverSource Wealth 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 		$541K Sell
10,131
-1,658
-14% -$98.7K 0.02% 570
2025
Q4 		$708K Sell
11,789
-492
-4% -$28.9K 0.03% 427
2025
Q3 		$721K Sell
12,281
-794
-6% -$45.1K 0.03% 391
2025
Q2 		$738K Buy
13,075
+1,394
+12% +$78.2K 0.03% 351
2025
Q1 		$631K Sell
11,681
-1,563
-12% -$78.5K 0.03% 340
2024
Q4 		$614K Buy
13,244
+4,938
+59% +$242K 0.03% 330
2024
Q3 		$420K Buy
8,306
+589
+8% +$29.1K 0.03% 367
2024
Q2 		$370K Buy
7,717
+1,536
+25% +$70.9K 0.02% 379
2024
Q1 		$275K Buy
6,181
+323
+6% +$14.2K 0.02% 400
2023
Q4 		$256K Sell
5,858
-209
-3% -$8.13K 0.02% 380
2023
Q3 		$226K Sell
6,067
-195
-3% -$7.88K 0.02% 372
2023
Q2 		$268K Buy
6,262
+753
+14% +$30.6K 0.03% 338
2023
Q1 		$207K Buy
5,509
+21
+0.4% +$757 0.03% 364
2022
Q4 		$201K Sell
5,488
-4,196
-43% -$163K 0.03% 353
2022
Q3 		$335K Sell
9,684
-1,185
-11% -$42.8K 0.08% 222
2022
Q2 		$379K Buy
10,869
+216
+2% +$7.42K 0.1% 184
2022
Q1 		$374K Buy
10,653
+5,699
+115% +$185K 0.09% 184
2021
Q4 		$169K Buy
+4,954
New +$173K 0.05% 247

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