VisionPoint Advisory Group’s Rentokil RTO Stock Holding History

VisionPoint Advisory Group’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	$249K	Sell	12,615 -11,970	-49%	-$300K	0.04%	391
2026 Q2	$703K	Sell	24,585 -64,678	-72%	-$2.05M	0.11%	199
2026 Q1	$2.81M	Sell	89,263 -12,200	-12%	-$384K	0.53%	44
2025 Q4	$2.99M	Buy	101,463 +26,706	+36%	+$742K	0.58%	44
2025 Q3	$1.89M	Sell	74,757 -2,611	-3%	-$63.6K	0.38%	73
2025 Q2	$1.86M	Sell	77,368 -5,745	-7%	-$133K	0.4%	68
2025 Q1	$1.9M	Buy	83,113 +6,750	+9%	+$163K	0.65%	46
2024 Q4	$1.92M	Buy	76,363 +7,205	+10%	+$183K	0.66%	47
2024 Q3	$1.72M	Buy	+69,158	New	+$2.05M	0.58%	45

Other funds holding RTO

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

VisionPoint Advisory Group's RTO Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Rentokil (RTO) stake by 49% in Q3 2026, selling an estimated $300K and leaving 12,615 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #391.

VisionPoint Advisory Group first reported a position in RTO in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.99M in Q4 2025. 26 funds tracked by Wall St. Rank hold RTO as of Q3 2026.

VisionPoint Advisory Group held 12,615 shares of Rentokil worth $249K as of Q3 2026.
VisionPoint Advisory Group sold 11,970 Rentokil shares in Q3 2026, an estimated $300K.
Rentokil made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #391 holding.
VisionPoint Advisory Group first reported a position in Rentokil in Q3 2024 and has held it in 9 quarters since.
VisionPoint Advisory Group's Rentokil position peaked at $2.99M in Q4 2025.
26 funds tracked by Wall St. Rank held Rentokil as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.