Moran Wealth Management’s Rollins ROL Stock Holding History

Moran 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	$14M	Sell	261,489 -30,586	-10%	-$1.82M	0.43%	72
2025 Q4	$17.5M	Sell	292,075 -9,088	-3%	-$534K	0.54%	52
2025 Q3	$17.7M	Buy	301,163 +89,515	+42%	+$5.09M	0.53%	55
2025 Q2	$11.9M	Buy	211,648 +196,871	+1,332%	+$11M	0.37%	83
2025 Q1	$798K	Sell	14,777 -464	-3%	-$23.3K	0.03%	322
2024 Q4	$706K	Sell	15,241 -256	-2%	-$12.5K	0.02%	330
2024 Q3	$784K	Buy	15,497 +5,594	+56%	+$276K	0.02%	321
2024 Q2	$483K	Buy	9,903 +3,253	+49%	+$150K	0.02%	344
2024 Q1	$308K	Buy	+6,650	New	+$293K	0.01%	379
2023 Q3	–	Sell	-310,913	Closed	-$13.3M	–	416
2023 Q2	$13.3M	Sell	310,913 -602	-0.2%	-$24.5K	0.5%	73
2023 Q1	$11.7M	Buy	311,515 +3,190	+1%	+$115K	0.44%	84
2022 Q4	$11.3M	Buy	+308,325	New	+$12M	0.43%	75

Other funds holding ROL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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