Principia Wealth Advisory’s Rollins ROL Stock Holding History

Principia Wealth Advisory’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	$1.54K	Sell	37 -1,611	-98%	-$82.3K	﹤0.01%	660
2026 Q1	$88K	Buy	1,648 +1,629	+8,574%	+$96.9K	0.05%	117
2025 Q4	$1.14K	Sell	19 -2	-10%	-$117	﹤0.01%	629
2025 Q3	$1.23K	Buy	21 +14	+200%	+$796	﹤0.01%	573
2025 Q2	$395	Buy	7 +2	+40%	+$112	﹤0.01%	788
2025 Q1	$266	Hold	5	–	–	﹤0.01%	724
2024 Q4	$232	Buy	+5	New	+$245	﹤0.01%	714

Other funds holding ROL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principia Wealth Advisory's ROL Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Rollins (ROL) stake by 98% in Q2 2026, selling an estimated $82.3K and leaving 37 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Principia Wealth Advisory first reported a position in ROL in Q4 2024 and has held it in 7 quarters since. The position peaked at $88K in Q1 2026. 826 funds tracked by Wall St. Rank hold ROL as of Q2 2026.

Principia Wealth Advisory held 37 shares of Rollins worth $1.54K as of Q2 2026.
Principia Wealth Advisory sold 1,611 Rollins shares in Q2 2026, an estimated $82.3K.
Rollins made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #660 holding.
Principia Wealth Advisory first reported a position in Rollins in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Rollins position peaked at $88K in Q1 2026.
826 funds tracked by Wall St. Rank held Rollins as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.