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Heritage Wealth Advisors’s Republic Services RSG Stock Holding History

Heritage Wealth Advisors’s Portfolio RSG Stock Details RSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-248
Closed -$54.3K – 725
2026
Q1 		$54.3K Buy
248
+183
+282% +$40.1K ﹤0.01% 315
2025
Q4 		$13.8K Hold
65
– – ﹤0.01% 431
2025
Q3 		$14.9K Hold
65
– – ﹤0.01% 402
2025
Q2 		$16K Hold
65
– – ﹤0.01% 392
2025
Q1 		$15.7K Hold
65
– – ﹤0.01% 391
2024
Q4 		$13.1K Buy
+65
New +$13.5K ﹤0.01% 423
2020
Q1 		– Sell
-4
Closed -$359 – 559
2019
Q4 		$359 Buy
+4
New +$350 ﹤0.01% 704

Other funds holding RSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Wealth Advisors's RSG Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of Republic Services (RSG) in Q2 2026, closing a stake of 248 shares — an estimated $54.3K sold.

Heritage Wealth Advisors first reported a position in RSG in Q4 2019 and held it in 7 quarters. The position peaked at $54.3K in Q1 2026. 1,305 funds tracked by Wall St. Rank hold RSG as of Q2 2026.

  • Heritage Wealth Advisors reported no remaining Republic Services position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 248 Republic Services shares in Q2 2026, an estimated $54.3K.
  • Heritage Wealth Advisors first reported a position in Republic Services in Q4 2019 and held it in 7 quarters.
  • Heritage Wealth Advisors's Republic Services position peaked at $54.3K in Q1 2026.
  • 1,305 funds tracked by Wall St. Rank held Republic Services as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.