Polen Capital Management
ROL icon

Polen Capital Management’s Rollins ROL Stock Holding History

Polen Capital 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
Q2 		$66.4M Sell
1,590,903
-586,775
-27% -$30M 0.57% 27
2026
Q1 		$116M Buy
+2,177,678
New +$130M 0.8% 26

Other funds holding ROL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Polen Capital Management's ROL Position: Q2 2026 in Review

Polen Capital Management reduced its Rollins (ROL) stake by 27% in Q2 2026, selling an estimated $30M and leaving 1,590,903 shares worth $66.4M. The position accounts for 0.57% of the portfolio, ranked #27.

Polen Capital Management first reported a position in ROL in Q1 2026 and has held it in 2 quarters since. The position peaked at $116M in Q1 2026. 826 funds tracked by Wall St. Rank hold ROL as of Q2 2026.

  • Polen Capital Management held 1,590,903 shares of Rollins worth $66.4M as of Q2 2026.
  • Polen Capital Management sold 586,775 Rollins shares in Q2 2026, an estimated $30M.
  • Rollins made up 0.57% of Polen Capital Management's portfolio in Q2 2026, its #27 holding.
  • Polen Capital Management first reported a position in Rollins in Q1 2026 and has held it in 2 quarters since.
  • Polen Capital Management's Rollins position peaked at $116M in Q1 2026.
  • 826 funds tracked by Wall St. Rank held Rollins as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.