True Wealth Design
ROL icon

True Wealth Design’s Rollins ROL Stock Holding History

True Wealth Design’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 		$5.27K Sell
175
-133
-43% -$5K ﹤0.01% 1318
2026
Q2 		$12.9K Buy
308
+36
+13% +$1.84K ﹤0.01% 974
2026
Q1 		$14.5K Buy
272
+10
+4% +$595 ﹤0.01% 842
2025
Q4 		$15.7K Buy
262
+32
+14% +$1.88K ﹤0.01% 686
2025
Q3 		$13.5K Buy
230
+60
+35% +$3.41K ﹤0.01% 735
2025
Q2 		$9.6K Buy
170
+13
+8% +$729 ﹤0.01% 600
2025
Q1 		$8.48K Buy
157
+107
+214% +$5.37K ﹤0.01% 520
2024
Q4 		$2.32K Sell
50
-737
-94% -$36.1K ﹤0.01% 701
2024
Q3 		$39.8K Buy
787
+769
+4,272% +$38K 0.02% 176
2024
Q2 		$879 Buy
18
+5
+38% +$231 ﹤0.01% 535
2024
Q1 		$602 Buy
13
+5
+63% +$220 ﹤0.01% 588
2023
Q4 		$350 Hold
8
– – ﹤0.01% 574
2023
Q3 		$299 Hold
8
– – ﹤0.01% 559
2023
Q2 		$343 Hold
8
– – ﹤0.01% 553
2023
Q1 		$301 Hold
8
– – ﹤0.01% 658
2022
Q4 		$292 Buy
+8
New +$311 ﹤0.01% 590

Other funds holding ROL

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
S.E.E.D. Planning Group
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
North Point Portfolio Managers
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

True Wealth Design's ROL Position: Q3 2026 in Review

True Wealth Design reduced its Rollins (ROL) stake by 43% in Q3 2026, selling an estimated $5K and leaving 175 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

True Wealth Design first reported a position in ROL in Q4 2022 and has held it in 16 quarters since. The position peaked at $39.8K in Q3 2024. 141 funds tracked by Wall St. Rank hold ROL as of Q3 2026.

  • True Wealth Design held 175 shares of Rollins worth $5.27K as of Q3 2026.
  • True Wealth Design sold 133 Rollins shares in Q3 2026, an estimated $5K.
  • Rollins made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1318 holding.
  • True Wealth Design first reported a position in Rollins in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Rollins position peaked at $39.8K in Q3 2024.
  • 141 funds tracked by Wall St. Rank held Rollins as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.