MWM
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Modern Wealth Management’s Republic Services RSG Stock Holding History

Modern Wealth Management’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 		$557K Buy
2,612
+571
+28% +$119K 0.01% 686
2026
Q1 		$450K Buy
+2,041
New +$448K 0.01% 604
2025
Q2 		– Sell
-901
Closed -$218K – 802
2025
Q1 		$218K Buy
+901
New +$202K 0.01% 623

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

Modern Wealth Management's RSG Position: Q2 2026 in Review

Modern Wealth Management increased its Republic Services (RSG) stake by 28% in Q2 2026, buying an estimated $119K and bringing the position to 2,612 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #686.

Modern Wealth Management first reported a position in RSG in Q1 2025 and has held it in 3 quarters since. 1,299 funds tracked by Wall St. Rank hold RSG as of Q2 2026.

  • Modern Wealth Management held 2,612 shares of Republic Services worth $557K as of Q2 2026.
  • Modern Wealth Management bought 571 Republic Services shares in Q2 2026, an estimated $119K.
  • Republic Services made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #686 holding.
  • Modern Wealth Management first reported a position in Republic Services in Q1 2025 and has held it in 3 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Republic Services as of Q2 2026.

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