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 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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

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

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

VisionPoint Advisory Group's RTO Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Rentokil (RTO) stake by 72% in Q2 2026, selling an estimated $2.05M and leaving 24,585 shares worth $703K. The position accounts for 0.11% of the portfolio, ranked #199.

VisionPoint Advisory Group first reported a position in RTO in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.99M in Q4 2025. 23 funds tracked by Wall St. Rank hold RTO as of Q2 2026.

VisionPoint Advisory Group held 24,585 shares of Rentokil worth $703K as of Q2 2026.
VisionPoint Advisory Group sold 64,678 Rentokil shares in Q2 2026, an estimated $2.05M.
Rentokil made up 0.11% of VisionPoint Advisory Group's portfolio in Q2 2026, its #199 holding.
VisionPoint Advisory Group first reported a position in Rentokil in Q3 2024 and has held it in 8 quarters since.
VisionPoint Advisory Group's Rentokil position peaked at $2.99M in Q4 2025.
23 funds tracked by Wall St. Rank held Rentokil as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.