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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
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 		$9.59K 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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
COA
Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

True Wealth Design's ROL Position: Q2 2026 in Review

True Wealth Design increased its Rollins (ROL) stake by 13% in Q2 2026, buying an estimated $1.84K and bringing the position to 308 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

True Wealth Design first reported a position in ROL in Q4 2022 and has held it in 15 quarters since. The position peaked at $39.8K in Q3 2024. 114 funds tracked by Wall St. Rank hold ROL as of Q2 2026.

  • True Wealth Design held 308 shares of Rollins worth $12.9K as of Q2 2026.
  • True Wealth Design bought 36 Rollins shares in Q2 2026, an estimated $1.84K.
  • Rollins made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #974 holding.
  • True Wealth Design first reported a position in Rollins in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Rollins position peaked at $39.8K in Q3 2024.
  • 114 funds tracked by Wall St. Rank held Rollins as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.