HWM
ROL icon

HB Wealth Management’s Rollins ROL Stock Holding History

HB Wealth 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 		$1.45M Buy
27,126
+2,710
+11% +$161K 0.01% 526
2025
Q4 		$1.47M Buy
24,416
+529
+2% +$31.1K 0.01% 505
2025
Q3 		$1.4M Buy
23,887
+8,216
+52% +$467K 0.01% 517
2025
Q2 		$884K Sell
15,671
-7,140
-31% -$401K 0.01% 570
2025
Q1 		$1.23M Buy
22,811
+5,332
+31% +$268K 0.01% 492
2024
Q4 		$810K Sell
17,479
-81
-0.5% -$3.97K 0.01% 470
2024
Q3 		$888K Sell
17,560
-278
-2% -$13.7K 0.01% 423
2024
Q2 		$870K Sell
17,838
-249
-1% -$11.5K 0.01% 399
2024
Q1 		$837K Buy
18,087
+465
+3% +$20.5K 0.01% 383
2023
Q4 		$770K Buy
17,622
+631
+4% +$24.6K 0.01% 364
2023
Q3 		$634K Buy
16,991
+681
+4% +$27.5K 0.01% 377
2023
Q2 		$699K Buy
16,310
+77
+0.5% +$3.13K 0.01% 355
2023
Q1 		$609K Buy
16,233
+1,860
+13% +$67.1K 0.01% 372
2022
Q4 		$525K Buy
14,373
+1,421
+11% +$55.2K 0.01% 384
2022
Q3 		$449K Sell
12,952
-20
-0.2% -$722 0.01% 354
2022
Q2 		$453K Buy
12,972
+725
+6% +$24.9K 0.01% 361
2022
Q1 		$429K Sell
12,247
-355
-3% -$11.5K 0.01% 373
2021
Q4 		$431K Buy
+12,602
New +$441K 0.01% 329

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