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SHP Wealth Management’s Rollins ROL Stock Holding History

SHP Wealth 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 		$292 Sell
7
-83
-92% -$4.24K ﹤0.01% 1834
2026
Q1 		$4.81K Buy
90
+63
+233% +$3.75K ﹤0.01% 1081
2025
Q4 		$1.62K Buy
+27
New +$1.59K ﹤0.01% 1170

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 $3.38T AUM 44.17% 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

SHP Wealth Management's ROL Position: Q2 2026 in Review

SHP Wealth Management reduced its Rollins (ROL) stake by 92% in Q2 2026, selling an estimated $4.24K and leaving 7 shares worth $292. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

SHP Wealth Management first reported a position in ROL in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.81K in Q1 2026. 829 funds tracked by Wall St. Rank hold ROL as of Q2 2026.

  • SHP Wealth Management held 7 shares of Rollins worth $292 as of Q2 2026.
  • SHP Wealth Management sold 83 Rollins shares in Q2 2026, an estimated $4.24K.
  • Rollins made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1834 holding.
  • SHP Wealth Management first reported a position in Rollins in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Rollins position peaked at $4.81K in Q1 2026.
  • 829 funds tracked by Wall St. Rank held Rollins as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.