Global Retirement Partners’s Rollins ROL Stock Holding History

Global Retirement Partners’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
2025 Q4	$413K	Buy	6,885 +5,583	+429%	+$328K	0.01%	1057
2025 Q3	$76.5K	Sell	1,302 -31	-2%	-$1.76K	﹤0.01%	1658
2025 Q2	$75.2K	Buy	+1,333	New	+$74.8K	﹤0.01%	1560
2024 Q4	$55.4K	Sell	1,195 -5	-0.4%	-$245	﹤0.01%	1575
2024 Q3	$60.7K	Buy	1,200 +9	+0.8%	+$444	﹤0.01%	1472
2024 Q2	$58.1K	Sell	1,191 -61	-5%	-$2.82K	﹤0.01%	1456
2024 Q1	$57.9K	Hold	1,252	–	–	﹤0.01%	1351
2023 Q4	$54.7K	Buy	1,252 +196	+19%	+$7.63K	﹤0.01%	1325
2023 Q3	$38K	Hold	1,056	–	–	﹤0.01%	1393
2023 Q2	$45.2K	Hold	1,056	–	–	﹤0.01%	1324
2023 Q1	$44K	Buy	1,056 +589	+126%	+$21.2K	﹤0.01%	1297
2022 Q4	$17.1K	Buy	467 +433	+1,274%	+$16.8K	﹤0.01%	1546
2022 Q3	$1K	Hold	34	–	–	﹤0.01%	2567
2022 Q2	$1K	Hold	34	–	–	﹤0.01%	2541
2022 Q1	$1K	Buy	+34	New	+$1.1K	﹤0.01%	2498

Other funds holding ROL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return