Waverly Advisors’s Republic Services RSG Stock Holding History

Waverly Advisors’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 Q1	$1.21M	Buy	5,529 +1,186	+27%	+$260K	0.01%	777
2025 Q4	$920K	Buy	4,343 +170	+4%	+$36.6K	0.01%	788
2025 Q3	$958K	Sell	4,173 -6	-0.1%	-$1.41K	0.01%	653
2025 Q2	$1.03M	Sell	4,179 -18	-0.4%	-$4.45K	0.01%	611
2025 Q1	$1.02M	Buy	4,197 +247	+6%	+$55.4K	0.01%	602
2024 Q4	$795K	Buy	3,950 +1,325	+50%	+$274K	0.01%	571
2024 Q3	$527K	Sell	2,625 -4	-0.2%	-$805	0.01%	571
2024 Q2	$511K	Buy	2,629 +34	+1%	+$6.42K	0.01%	576
2024 Q1	$497K	Buy	+2,595	New	+$460K	0.01%	481
2014 Q4	–	Sell	-10,000	Closed	-$390K	–	622
2014 Q3	$390K	Hold	10,000	–	–	0.21%	65
2014 Q2	$380K	Hold	10,000	–	–	0.16%	72
2014 Q1	$342K	Hold	10,000	–	–	0.15%	79
2013 Q4	$332K	Buy	+10,000	New	+$339K	0.12%	105

Other funds holding RSG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Waverly Advisors's RSG Position: Q1 2026 in Review

Waverly Advisors increased its Republic Services (RSG) stake by 27% in Q1 2026, buying an estimated $260K and bringing the position to 5,529 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #777.

Waverly Advisors first reported a position in RSG in Q4 2013 and has held it in 13 quarters since. 1,319 funds tracked by Wall St. Rank hold RSG as of Q1 2026.

Waverly Advisors held 5,529 shares of Republic Services worth $1.21M as of Q1 2026.
Waverly Advisors bought 1,186 Republic Services shares in Q1 2026, an estimated $260K.
Republic Services made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #777 holding.
Waverly Advisors first reported a position in Republic Services in Q4 2013 and has held it in 13 quarters since.
1,319 funds tracked by Wall St. Rank held Republic Services as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.