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Phillips Wealth Planners’s Republic Services RSG Stock Holding History

Phillips Wealth Planners’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 		$563K Buy
2,529
+125
+5% +$26.1K 0.41% 75
2026
Q1 		$475K Sell
2,404
-9
-0.4% -$1.97K 0.36% 89
2025
Q4 		$517K Sell
2,413
-137
-5% -$29.5K 0.41% 77
2025
Q3 		$569K Sell
2,550
-37
-1% -$8.68K 0.47% 67
2025
Q2 		$619K Sell
2,587
-224
-8% -$55.4K 0.56% 58
2025
Q1 		$686K Sell
2,811
-44
-2% -$9.87K 0.72% 40
2024
Q4 		$589K Buy
2,855
+36
+1% +$7.46K 0.59% 53
2024
Q3 		$579K Sell
2,819
-164
-5% -$33K 0.56% 54
2024
Q2 		$587K Sell
2,983
-195
-6% -$36.8K 0.62% 47
2024
Q1 		$596K Sell
3,178
-129
-4% -$22.9K 0.69% 37
2023
Q4 		$555K Sell
3,307
-26
-0.8% -$4.03K 0.67% 42
2023
Q3 		$486K Buy
3,333
+160
+5% +$23.8K 0.66% 50
2023
Q2 		$486K Buy
3,173
+95
+3% +$13.6K 0.64% 54
2023
Q1 		$446K Buy
3,078
+98
+3% +$12.5K 0.59% 55
2022
Q4 		$376K Buy
+2,980
New +$398K 0.66% 54

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

Phillips Wealth Planners's RSG Position: Q2 2026 in Review

Phillips Wealth Planners increased its Republic Services (RSG) stake by 5.2% in Q2 2026, buying an estimated $26.1K and bringing the position to 2,529 shares worth $563K. The position accounts for 0.41% of the portfolio, ranked #75.

Phillips Wealth Planners first reported a position in RSG in Q4 2022 and has held it in 15 quarters since. The position peaked at $686K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold RSG as of Q2 2026.

  • Phillips Wealth Planners held 2,529 shares of Republic Services worth $563K as of Q2 2026.
  • Phillips Wealth Planners bought 125 Republic Services shares in Q2 2026, an estimated $26.1K.
  • Republic Services made up 0.41% of Phillips Wealth Planners's portfolio in Q2 2026, its #75 holding.
  • Phillips Wealth Planners first reported a position in Republic Services in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's Republic Services position peaked at $686K in Q1 2025.
  • 1,299 funds tracked by Wall St. Rank held Republic Services as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.