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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
Q2 		$345K Sell
8,259
-1,872
-18% -$95.7K 0.01% 740
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

EverSource Wealth Advisors's ROL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Rollins (ROL) stake by 18% in Q2 2026, selling an estimated $95.7K and leaving 8,259 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #740.

EverSource Wealth Advisors first reported a position in ROL in Q4 2021 and has held it in 19 quarters since. The position peaked at $738K in Q2 2025. 828 funds tracked by Wall St. Rank hold ROL as of Q2 2026.

  • EverSource Wealth Advisors held 8,259 shares of Rollins worth $345K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,872 Rollins shares in Q2 2026, an estimated $95.7K.
  • Rollins made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #740 holding.
  • EverSource Wealth Advisors first reported a position in Rollins in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Rollins position peaked at $738K in Q2 2025.
  • 828 funds tracked by Wall St. Rank held Rollins as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.