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SPIA
Steward Partners Investment Advisory’s
Rollins
ROL
Stock Holding History
Steward Partners Investment Advisory’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
$129K
Buy
2,415
+116
+5%
+$6.9K
﹤0.01%
2240
2025
Q4
$138K
Buy
2,299
+1,001
+77%
+$58.8K
﹤0.01%
2121
2025
Q3
$76.2K
Buy
1,298
+1,161
+847%
+$66K
﹤0.01%
2395
2025
Q2
$7.73K
Buy
137
+25
+22%
+$1.4K
﹤0.01%
3324
2025
Q1
$6.05K
Sell
112
-12
-10%
-$603
﹤0.01%
3313
2024
Q4
$5.75K
Sell
124
-48
-28%
-$2.35K
﹤0.01%
3314
2024
Q3
$8.7K
Buy
172
+95
+123%
+$4.69K
﹤0.01%
2999
2024
Q2
$3.76K
Hold
77
–
–
﹤0.01%
3133
2024
Q1
$3.56K
Hold
77
–
–
﹤0.01%
3143
2023
Q4
$3.36K
Buy
+77
New
+$3K
﹤0.01%
3100
2023
Q1
–
Sell
-365
Closed
-$13.3K
–
3402
2022
Q4
$13.3K
Buy
365
+305
+508%
+$11.8K
﹤0.01%
2437
2022
Q3
$2K
Sell
60
-80
-57%
-$2.89K
﹤0.01%
3058
2022
Q2
$5K
Sell
140
-61
-30%
-$2.09K
﹤0.01%
2781
2022
Q1
$7K
Buy
+201
New
+$6.52K
﹤0.01%
2790
2021
Q2
–
Sell
-84
Closed
-$2.89K
–
7350
2021
Q1
$2.89K
Hold
84
–
–
﹤0.01%
3147
2020
Q4
$3K
Buy
+84
New
+$3.25K
﹤0.01%
2649
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$5.7T AUM
30.48%
1-Year Est. Return
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$4.04T AUM
VPM
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$1.91T AUM
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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$34B AUM
6.31%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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