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Modera Wealth Management’s Rollins ROL Stock Holding History

Modera 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
2025
Q3 		– Sell
-8,809
Closed -$497K – 666
2025
Q2 		$497K Buy
8,809
+54
+0.6% +$3.03K 0.01% 449
2025
Q1 		$473K Sell
8,755
-312
-3% -$15.7K 0.01% 447
2024
Q4 		$420K Buy
9,067
+66
+0.7% +$3.23K 0.01% 466
2024
Q3 		$455K Sell
9,001
-125
-1% -$6.17K 0.01% 429
2024
Q2 		$445K Buy
9,126
+4
+0% +$185 0.01% 412
2024
Q1 		$422K Sell
9,122
-59
-0.6% -$2.6K 0.01% 416
2023
Q4 		$401K Buy
9,181
+299
+3% +$11.6K 0.01% 410
2023
Q3 		$332K Buy
8,882
+110
+1% +$4.44K 0.01% 430
2023
Q2 		$376K Buy
+8,772
New +$357K 0.01% 429

Other funds holding ROL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $16.9B AUM 36.16% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Modera Wealth Management's ROL Position: Q3 2025 in Review

Modera Wealth Management sold out of Rollins (ROL) in Q3 2025, closing a stake of 8,809 shares — an estimated $497K sold.

Modera Wealth Management first reported a position in ROL in Q2 2023 and held it in 9 quarters. The position peaked at $497K in Q2 2025. 800 funds tracked by Wall St. Rank hold ROL as of Q3 2025.

  • Modera Wealth Management reported no remaining Rollins position as of Q3 2025 after selling out during the quarter.
  • Modera Wealth Management sold 8,809 Rollins shares in Q3 2025, an estimated $497K.
  • Modera Wealth Management first reported a position in Rollins in Q2 2023 and held it in 9 quarters.
  • Modera Wealth Management's Rollins position peaked at $497K in Q2 2025.
  • 800 funds tracked by Wall St. Rank held Rollins as of Q3 2025.

Based on Modera Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.