Thrive Wealth Management’s Rollins ROL Stock Holding History

Thrive 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 Q3	–	Sell	-4,901	Closed	-$205K	–	273
2026 Q2	$205K	Sell	4,901 -1,035	-17%	-$52.9K	0.03%	247
2026 Q1	$317K	Sell	5,936 -799	-12%	-$47.6K	0.05%	173
2025 Q4	$404K	Buy	6,735 +262	+4%	+$15.4K	0.06%	149
2025 Q3	$380K	Buy	6,473 +172	+3%	+$9.8K	0.06%	154
2025 Q2	$356K	Buy	6,301 +255	+4%	+$14.3K	0.06%	155
2025 Q1	$327K	Buy	6,046 +873	+17%	+$43.8K	0.06%	149
2024 Q4	$240K	Sell	5,173 -357	-6%	-$17.5K	0.04%	177
2024 Q3	$280K	Sell	5,530 -7	-0.1%	-$346	0.05%	174
2024 Q2	$270K	Buy	5,537 +536	+11%	+$24.7K	0.05%	173
2024 Q1	$231K	Buy	+5,001	New	+$220K	0.05%	190

Other funds holding ROL

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

COA

Crown Oak Advisors Piedmont, California $212M AUM 8.83% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Thrive Wealth Management's ROL Position: Q3 2026 in Review

Thrive Wealth Management sold out of Rollins (ROL) in Q3 2026, closing a stake of 4,901 shares — an estimated $205K sold.

Thrive Wealth Management first reported a position in ROL in Q1 2024 and held it in 10 quarters. The position peaked at $404K in Q4 2025. 94 funds tracked by Wall St. Rank hold ROL as of Q3 2026.

Thrive Wealth Management reported no remaining Rollins position as of Q3 2026 after selling out during the quarter.
Thrive Wealth Management sold 4,901 Rollins shares in Q3 2026, an estimated $205K.
Thrive Wealth Management first reported a position in Rollins in Q1 2024 and held it in 10 quarters.
Thrive Wealth Management's Rollins position peaked at $404K in Q4 2025.
94 funds tracked by Wall St. Rank held Rollins as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.