Physician Wealth Advisors
ROL icon

Physician Wealth Advisors’s Rollins ROL Stock Holding History

Physician Wealth Advisors’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
Q3 		– Sell
-132
Closed -$5.51K – 2575
2026
Q2 		$5.51K Sell
132
-445
-77% -$22.7K ﹤0.01% 1046
2026
Q1 		$30.8K Buy
577
+83
+17% +$4.94K ﹤0.01% 517
2025
Q4 		$29.6K Buy
494
+92
+23% +$5.4K ﹤0.01% 497
2025
Q3 		$23.6K Buy
402
+16
+4% +$910 ﹤0.01% 534
2025
Q2 		$21.8K Buy
386
+9
+2% +$505 ﹤0.01% 496
2025
Q1 		$20.4K Buy
+377
New +$18.9K ﹤0.01% 483

Other funds holding ROL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Physician Wealth Advisors's ROL Position: Q3 2026 in Review

Physician Wealth Advisors sold out of Rollins (ROL) in Q3 2026, closing a stake of 132 shares — an estimated $5.51K sold.

Physician Wealth Advisors first reported a position in ROL in Q1 2025 and held it in 6 quarters. The position peaked at $30.8K in Q1 2026. 611 funds tracked by Wall St. Rank hold ROL as of Q3 2026.

  • Physician Wealth Advisors reported no remaining Rollins position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 132 Rollins shares in Q3 2026, an estimated $5.51K.
  • Physician Wealth Advisors first reported a position in Rollins in Q1 2025 and held it in 6 quarters.
  • Physician Wealth Advisors's Rollins position peaked at $30.8K in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Rollins as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.