Private Wealth Management Group’s Rollins ROL Stock Holding History

Private Wealth Management Group’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	$482	Sell	16 -280	-95%	-$10.5K	﹤0.01%	1444
2026 Q2	$12.4K	Buy	296 +114	+63%	+$5.83K	﹤0.01%	525
2026 Q1	$9.7K	Hold	182	–	–	﹤0.01%	529
2025 Q4	$10.9K	Hold	182	–	–	﹤0.01%	485
2025 Q3	$10.7K	Hold	182	–	–	﹤0.01%	487
2025 Q2	$10.3K	Hold	182	–	–	﹤0.01%	480
2025 Q1	$9.8K	Buy	182 +26	+17%	+$1.31K	﹤0.01%	477
2024 Q4	$7.23K	Hold	156	–	–	﹤0.01%	597
2024 Q3	$7.89K	Hold	156	–	–	﹤0.01%	537
2024 Q2	$7.61K	Buy	156 +103	+194%	+$4.75K	﹤0.01%	534
2024 Q1	$2.45K	Buy	53 +2	+4%	+$88	﹤0.01%	888
2023 Q4	$2.23K	Buy	+51	New	+$1.98K	﹤0.01%	936

Other funds holding ROL

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

JLB & Associates Plymouth, Michigan $740M AUM 13.25% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Private Wealth Management Group's ROL Position: Q3 2026 in Review

Private Wealth Management Group reduced its Rollins (ROL) stake by 95% in Q3 2026, selling an estimated $10.5K and leaving 16 shares worth $482. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Private Wealth Management Group first reported a position in ROL in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.4K in Q2 2026. 206 funds tracked by Wall St. Rank hold ROL as of Q3 2026.

Private Wealth Management Group held 16 shares of Rollins worth $482 as of Q3 2026.
Private Wealth Management Group sold 280 Rollins shares in Q3 2026, an estimated $10.5K.
Rollins made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1444 holding.
Private Wealth Management Group first reported a position in Rollins in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Rollins position peaked at $12.4K in Q2 2026.
206 funds tracked by Wall St. Rank held Rollins as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.