Forum Financial Management’s Rollins ROL Stock Holding History

Forum Financial Management’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	–	Sell	-3,395	Closed	-$204K	–	855
2025 Q4	$204K	Buy	+3,395	New	+$199K	﹤0.01%	969

Other funds holding ROL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Forum Financial Management's ROL Position: Q1 2026 in Review

Forum Financial Management sold out of Rollins (ROL) in Q1 2026, closing a stake of 3,395 shares — an estimated $204K sold.

Forum Financial Management first reported a position in ROL in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 841 funds tracked by Wall St. Rank hold ROL as of Q1 2026.

Forum Financial Management reported no remaining Rollins position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 3,395 Rollins shares in Q1 2026, an estimated $204K.
Forum Financial Management first reported a position in Rollins in Q4 2025 and held it in 1 quarter.
Forum Financial Management's Rollins position peaked at $204K in Q4 2025.
841 funds tracked by Wall St. Rank held Rollins as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.