True Wealth Design’s Republic Services RSG Stock Holding History

True Wealth Design’s Portfolio RSG Stock Details RSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.8K	Buy	154 +2	+1%	+$418	0.01%	642
2026 Q1	$33.3K	Buy	152 +131	+624%	+$28.7K	0.01%	526
2025 Q4	$4.45K	Sell	21 -86	-80%	-$18.5K	﹤0.01%	1135
2025 Q3	$24.6K	Buy	107 +19	+22%	+$4.46K	0.01%	537
2025 Q2	$21.7K	Buy	88 +5	+6%	+$1.24K	0.01%	368
2025 Q1	$20.1K	Buy	83 +6	+8%	+$1.34K	0.01%	343
2024 Q4	$15.5K	Buy	77 +1	+1%	+$207	0.01%	355
2024 Q3	$15.3K	Buy	76 +67	+744%	+$13.5K	0.01%	363
2024 Q2	$1.75K	Hold	9	–	–	﹤0.01%	382
2024 Q1	$1.72K	Buy	9 +4	+80%	+$710	﹤0.01%	369
2023 Q4	$825	Hold	5	–	–	﹤0.01%	382
2023 Q3	$713	Hold	5	–	–	﹤0.01%	360
2023 Q2	$766	Hold	5	–	–	﹤0.01%	359
2023 Q1	$677	Sell	5 -3	-38%	-$383	﹤0.01%	466
2022 Q4	$1.03K	Buy	+8	New	+$1.07K	﹤0.01%	339

Other funds holding RSG

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

True Wealth Design increased its Republic Services (RSG) stake by 1.3% in Q2 2026, buying an estimated $418 and bringing the position to 154 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #642.

True Wealth Design first reported a position in RSG in Q4 2022 and has held it in 15 quarters since. The position peaked at $33.3K in Q1 2026. 308 funds tracked by Wall St. Rank hold RSG as of Q2 2026.

True Wealth Design held 154 shares of Republic Services worth $32.8K as of Q2 2026.
True Wealth Design bought 2 Republic Services shares in Q2 2026, an estimated $418.
Republic Services made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #642 holding.
True Wealth Design first reported a position in Republic Services in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Republic Services position peaked at $33.3K in Q1 2026.
308 funds tracked by Wall St. Rank held Republic Services as of Q2 2026.

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