SOA Wealth Advisors’s Republic Services RSG Stock Holding History

SOA Wealth Advisors’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
2025 Q2	–	Sell	-164	Closed	-$39.7K	–	926
2025 Q1	$39.7K	Hold	164	–	–	0.01%	375
2024 Q4	$33K	Hold	164	–	–	0.01%	386
2024 Q3	$32.9K	Hold	164	–	–	0.01%	378
2024 Q2	$31.9K	Hold	164	–	–	0.01%	370
2024 Q1	$31.4K	Hold	164	–	–	0.01%	368
2023 Q4	$27K	Hold	164	–	–	0.01%	376
2023 Q3	$23.4K	Hold	164	–	–	0.01%	392
2023 Q2	$25.1K	Hold	164	–	–	0.01%	397
2023 Q1	$22.2K	Hold	164	–	–	0.01%	410
2022 Q4	$21.2K	Hold	164	–	–	0.01%	396
2022 Q3	$22K	Sell	164 -3	-2%	-$419	0.01%	369
2022 Q2	$21K	Sell	167 -6	-3%	-$788	0.01%	380
2022 Q1	$22K	Hold	173	–	–	0.01%	456
2021 Q4	$23K	Buy	173 +111	+179%	+$14.8K	0.01%	427
2021 Q3	$7K	Sell	62 -3	-5%	-$359	﹤0.01%	645
2021 Q2	$7K	Buy	65 +4	+7%	+$430	﹤0.01%	631
2021 Q1	$6K	Buy	61 +7	+13%	+$657	﹤0.01%	603
2020 Q4	$4K	Buy	+54	New	+$5.14K	﹤0.01%	640

Other funds holding RSG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

SOA Wealth Advisors's RSG Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Republic Services (RSG) in Q2 2025, closing a stake of 164 shares — an estimated $39.7K sold.

SOA Wealth Advisors first reported a position in RSG in Q4 2020 and held it in 18 quarters. The position peaked at $39.7K in Q1 2025. 1,334 funds tracked by Wall St. Rank hold RSG as of Q2 2025.

SOA Wealth Advisors reported no remaining Republic Services position as of Q2 2025 after selling out during the quarter.
SOA Wealth Advisors sold 164 Republic Services shares in Q2 2025, an estimated $39.7K.
SOA Wealth Advisors first reported a position in Republic Services in Q4 2020 and held it in 18 quarters.
SOA Wealth Advisors's Republic Services position peaked at $39.7K in Q1 2025.
1,334 funds tracked by Wall St. Rank held Republic Services as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.