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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
Q3 		$5.25K Buy
266
+142
+115% +$3.56K ﹤0.01% 1321
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

NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

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

True Wealth Design increased its Rentokil (RTO) stake by 115% in Q3 2026, buying an estimated $3.56K and bringing the position to 266 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

True Wealth Design first reported a position in RTO in Q2 2023 and has held it in 14 quarters since. 16 funds tracked by Wall St. Rank hold RTO as of Q3 2026.

  • True Wealth Design held 266 shares of Rentokil worth $5.25K as of Q3 2026.
  • True Wealth Design bought 142 Rentokil shares in Q3 2026, an estimated $3.56K.
  • Rentokil made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1321 holding.
  • True Wealth Design first reported a position in Rentokil in Q2 2023 and has held it in 14 quarters since.
  • 16 funds tracked by Wall St. Rank held Rentokil as of Q3 2026.

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