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Optivise Advisory Services’s Rollins ROL Stock Holding History

Optivise Advisory Services’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 		– Sell
-3,514
Closed -$211K – 210
2025
Q4 		$211K Sell
3,514
-894
-20% -$52.5K 0.12% 185
2025
Q3 		$259K Sell
4,408
-718
-14% -$40.8K 0.15% 149
2025
Q2 		$289K Buy
5,126
+1,120
+28% +$62.8K 0.15% 141
2025
Q1 		$216K Sell
4,006
-451
-10% -$22.6K 0.12% 177
2024
Q4 		$207K Sell
4,457
-274
-6% -$13.4K 0.11% 169
2024
Q3 		$239K Sell
4,731
-1,030
-18% -$50.9K 0.13% 147
2024
Q2 		$281K Buy
+5,761
New +$266K 0.15% 136

Other funds holding ROL

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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 $1.56T AUM 27.86% 1-Year Est. Return

Optivise Advisory Services's ROL Position: Q1 2026 in Review

Optivise Advisory Services sold out of Rollins (ROL) in Q1 2026, closing a stake of 3,514 shares — an estimated $211K sold.

Optivise Advisory Services first reported a position in ROL in Q2 2024 and held it in 7 quarters. The position peaked at $289K in Q2 2025. 837 funds tracked by Wall St. Rank hold ROL as of Q1 2026.

  • Optivise Advisory Services reported no remaining Rollins position as of Q1 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 3,514 Rollins shares in Q1 2026, an estimated $211K.
  • Optivise Advisory Services first reported a position in Rollins in Q2 2024 and held it in 7 quarters.
  • Optivise Advisory Services's Rollins position peaked at $289K in Q2 2025.
  • 837 funds tracked by Wall St. Rank held Rollins as of Q1 2026.

Based on Optivise Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.