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Smallwood Wealth Investment Management’s Republic Services RSG Stock Holding History

Smallwood Wealth Investment Management’s Portfolio RSG Stock Details RSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$130K Hold
610
– – 0.06% 122
2026
Q1 		$134K Hold
610
– – 0.07% 101
2025
Q4 		$129K Hold
610
– – 0.07% 103
2025
Q3 		$140K Buy
610
+110
+22% +$25.8K 0.07% 104
2025
Q2 		$123K Hold
500
– – 0.07% 103
2025
Q1 		$121K Buy
+500
New +$112K 0.08% 100

Other funds holding RSG

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
GAI
General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Smallwood Wealth Investment Management's RSG Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Republic Services (RSG) position steady in Q2 2026 at 610 shares worth $130K. The position accounts for 0.06% of the portfolio, ranked #122.

Smallwood Wealth Investment Management first reported a position in RSG in Q1 2025 and has held it in 6 quarters since. The position peaked at $140K in Q3 2025. 525 funds tracked by Wall St. Rank hold RSG as of Q2 2026.

  • Smallwood Wealth Investment Management held 610 shares of Republic Services worth $130K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Republic Services share count unchanged in Q2 2026.
  • Republic Services made up 0.06% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #122 holding.
  • Smallwood Wealth Investment Management first reported a position in Republic Services in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Republic Services position peaked at $140K in Q3 2025.
  • 525 funds tracked by Wall St. Rank held Republic Services as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.