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True Wealth Design’s Rentokil RTO Stock Holding History

True Wealth Design’s Portfolio RTO Stock Details RTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.55K Sell
124
-37
-23% -$1.17K ﹤0.01% 1465
2026
Q1 		$5.07K Buy
161
+33
+26% +$1.04K ﹤0.01% 1202
2025
Q4 		$3.77K Buy
128
+10
+8% +$278 ﹤0.01% 1205
2025
Q3 		$2.98K Buy
118
+104
+743% +$2.54K ﹤0.01% 1311
2025
Q2 		$336 Sell
14
-2
-13% -$46 ﹤0.01% 1886
2025
Q1 		$367 Buy
16
+3
+23% +$72 ﹤0.01% 1677
2024
Q4 		$330 Buy
13
+3
+30% +$76 ﹤0.01% 1155
2024
Q3 		$250 Sell
10
-1
-9% -$30 ﹤0.01% 1178
2024
Q2 		$327 Buy
11
+2
+22% +$55 ﹤0.01% 706
2024
Q1 		$272 Buy
9
+4
+80% +$111 ﹤0.01% 721
2023
Q4 		$144 Hold
5
– – ﹤0.01% 715
2023
Q3 		$186 Buy
5
+1
+25% +$38 ﹤0.01% 655
2023
Q2 		$157 Buy
+4
New +$157 ﹤0.01% 687

Other funds holding RTO

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

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

True Wealth Design reduced its Rentokil (RTO) stake by 23% in Q2 2026, selling an estimated $1.17K and leaving 124 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

True Wealth Design first reported a position in RTO in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.07K in Q1 2026. 23 funds tracked by Wall St. Rank hold RTO as of Q2 2026.

  • True Wealth Design held 124 shares of Rentokil worth $3.55K as of Q2 2026.
  • True Wealth Design sold 37 Rentokil shares in Q2 2026, an estimated $1.17K.
  • Rentokil made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1465 holding.
  • True Wealth Design first reported a position in Rentokil in Q2 2023 and has held it in 13 quarters since.
  • True Wealth Design's Rentokil position peaked at $5.07K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Rentokil as of Q2 2026.

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