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Sterling Group Wealth Management’s Rollins ROL Stock Holding History

Sterling Group 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
Q1 		$219K Buy
4,106
+235
+6% +$14K 0.1% 54
2025
Q4 		$232K Hold
3,871
– – 0.11% 49
2025
Q3 		$227K Hold
3,871
– – 0.11% 49
2025
Q2 		$218K Hold
3,871
– – 0.12% 49
2025
Q1 		$209K Buy
+3,871
New +$194K 0.11% 57

Other funds holding ROL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sterling Group Wealth Management's ROL Position: Q1 2026 in Review

Sterling Group Wealth Management increased its Rollins (ROL) stake by 6.1% in Q1 2026, buying an estimated $14K and bringing the position to 4,106 shares worth $219K. The position accounts for 0.1% of the portfolio, ranked #54.

Sterling Group Wealth Management first reported a position in ROL in Q1 2025 and has held it in 5 quarters since. The position peaked at $232K in Q4 2025. 837 funds tracked by Wall St. Rank hold ROL as of Q1 2026.

  • Sterling Group Wealth Management held 4,106 shares of Rollins worth $219K as of Q1 2026.
  • Sterling Group Wealth Management bought 235 Rollins shares in Q1 2026, an estimated $14K.
  • Rollins made up 0.1% of Sterling Group Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Sterling Group Wealth Management first reported a position in Rollins in Q1 2025 and has held it in 5 quarters since.
  • Sterling Group Wealth Management's Rollins position peaked at $232K in Q4 2025.
  • 837 funds tracked by Wall St. Rank held Rollins as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.