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Summit Wealth Group (Colorado)’s Rollins ROL Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-11,348
Closed -$69.1K – 559
2025
Q3 		$69.1K Buy
+11,348
New +$645K 0.01% 484

Other funds holding ROL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth Group (Colorado)'s ROL Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Rollins (ROL) in Q4 2025, closing a stake of 11,348 shares — an estimated $69.1K sold.

Summit Wealth Group (Colorado) first reported a position in ROL in Q3 2025 and held it in 1 quarter. The position peaked at $69.1K in Q3 2025. 876 funds tracked by Wall St. Rank hold ROL as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Rollins position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 11,348 Rollins shares in Q4 2025, an estimated $69.1K.
  • Summit Wealth Group (Colorado) first reported a position in Rollins in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Rollins position peaked at $69.1K in Q3 2025.
  • 876 funds tracked by Wall St. Rank held Rollins as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.