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Mount Yale Investment Advisors’s Rentokil RTO Stock Holding History

Mount Yale Investment Advisors’s Portfolio RTO Stock Details RTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,299
Closed -$230K – 1259
2026
Q1 		$230K Buy
7,299
+328
+5% +$10.3K 0.01% 1003
2025
Q4 		$205K Buy
+6,971
New +$194K 0.01% 694

Other funds holding RTO

JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Mount Yale Investment Advisors's RTO Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Rentokil (RTO) in Q2 2026, closing a stake of 7,299 shares — an estimated $230K sold.

Mount Yale Investment Advisors first reported a position in RTO in Q4 2025 and held it in 2 quarters. The position peaked at $230K in Q1 2026. 284 funds tracked by Wall St. Rank hold RTO as of Q2 2026.

  • Mount Yale Investment Advisors reported no remaining Rentokil position as of Q2 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 7,299 Rentokil shares in Q2 2026, an estimated $230K.
  • Mount Yale Investment Advisors first reported a position in Rentokil in Q4 2025 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Rentokil position peaked at $230K in Q1 2026.
  • 284 funds tracked by Wall St. Rank held Rentokil as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.