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Middleton & Co’s Rollins ROL Stock Holding History

Middleton & Co’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 		$2.17M Buy
40,580
+90
+0.2% +$5.36K 0.25% 72
2025
Q4 		$2.43M Sell
40,490
-810
-2% -$47.6K 0.26% 67
2025
Q3 		$2.43M Sell
41,300
-2,920
-7% -$166K 0.26% 68
2025
Q2 		$2.49M Sell
44,220
-2,150
-5% -$121K 0.28% 67
2025
Q1 		$2.51M Sell
46,370
-720
-2% -$36.2K 0.29% 70
2024
Q4 		$2.18M Buy
47,090
+100
+0.2% +$4.9K 0.24% 71
2024
Q3 		$2.38M Buy
46,990
+975
+2% +$48.1K 0.26% 71
2024
Q2 		$2.25M Sell
46,015
-4,950
-10% -$228K 0.26% 70
2024
Q1 		$2.36M Sell
50,965
-55
-0.1% -$2.42K 0.27% 73
2023
Q4 		$2.23M Buy
51,020
+1,330
+3% +$51.8K 0.28% 71
2023
Q3 		$1.85M Buy
+49,690
New +$2.01M 0.26% 74

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