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Spire Wealth Management’s Rollins ROL Stock Holding History

Spire 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 		$38.1K Sell
912
-410
-31% -$21K ﹤0.01% 1250
2026
Q1 		$70.6K Sell
1,322
-19
-1% -$1.13K ﹤0.01% 1076
2025
Q4 		$80.5K Sell
1,341
-87
-6% -$5.11K ﹤0.01% 1048
2025
Q3 		$83.9K Sell
1,428
-53
-4% -$3.01K ﹤0.01% 1053
2025
Q2 		$83.6K Buy
1,481
+37
+3% +$2.08K ﹤0.01% 1037
2025
Q1 		$78K Sell
1,444
-57
-4% -$2.86K ﹤0.01% 1131
2024
Q4 		$69.6K Sell
1,501
-28
-2% -$1.37K ﹤0.01% 1161
2024
Q3 		$77.3K Buy
1,529
+820
+116% +$40.5K ﹤0.01% 995
2024
Q2 		$34.6K Sell
709
-997
-58% -$46K ﹤0.01% 1245
2024
Q1 		$78.9K Buy
1,706
+951
+126% +$41.9K ﹤0.01% 1069
2023
Q4 		$33.3K Buy
755
+440
+140% +$17.1K ﹤0.01% 1341
2023
Q3 		$11.8K Buy
315
+55
+21% +$2.22K ﹤0.01% 1683
2023
Q2 		$11.1K Hold
260
– – ﹤0.01% 1777
2023
Q1 		$9.76K Buy
260
+117
+82% +$4.22K ﹤0.01% 1852
2022
Q4 		$5K Buy
143
+23
+19% +$894 ﹤0.01% 1846
2022
Q3 		$4K Sell
120
-166
-58% -$5.99K ﹤0.01% 1815
2022
Q2 		$10K Buy
286
+23
+9% +$790 ﹤0.01% 1927
2022
Q1 		$9K Sell
263
-456
-63% -$14.8K ﹤0.01% 2073
2021
Q4 		$25K Buy
719
+366
+104% +$12.8K ﹤0.01% 2041
2021
Q3 		$12K Buy
353
+90
+34% +$3.37K ﹤0.01% 2054
2021
Q2 		$9K Sell
263
-456
-63% -$15.9K ﹤0.01% 2167
2021
Q1 		$25K Buy
+719
New +$25.8K ﹤0.01% 2066

Other funds holding ROL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
COA
Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Spire Wealth Management reduced its Rollins (ROL) stake by 31% in Q2 2026, selling an estimated $21K and leaving 912 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Spire Wealth Management first reported a position in ROL in Q1 2021 and has held it in 22 quarters since. The position peaked at $83.9K in Q3 2025. 116 funds tracked by Wall St. Rank hold ROL as of Q2 2026.

  • Spire Wealth Management held 912 shares of Rollins worth $38.1K as of Q2 2026.
  • Spire Wealth Management sold 410 Rollins shares in Q2 2026, an estimated $21K.
  • Rollins made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1250 holding.
  • Spire Wealth Management first reported a position in Rollins in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Rollins position peaked at $83.9K in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Rollins as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.