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Wealthspire Advisors (New York)’s Rollins ROL Stock Holding History

Wealthspire Advisors (New York)’s Portfolio ROL Stock Details ROL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$260K Buy
+4,869
New +$290K ﹤0.01% 771
2025
Q4 		– Sell
-1,415
Closed -$83.1K – 2497
2025
Q3 		$83.1K Buy
+1,415
New +$80.5K ﹤0.01% 1066
2025
Q2 		– Sell
-3,763
Closed -$203K – 869
2025
Q1 		$203K Buy
+3,763
New +$189K ﹤0.01% 744

Other funds holding ROL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (New York)'s ROL Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in Rollins (ROL) in Q1 2026: 4,869 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #771 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in ROL as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in ROL in Q1 2025 and has held it in 3 quarters since. 837 funds tracked by Wall St. Rank hold ROL as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,869 shares of Rollins worth $260K as of Q1 2026.
  • Rollins was a new Wealthspire Advisors (New York) position in Q1 2026.
  • Rollins made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #771 holding.
  • Wealthspire Advisors (New York) first reported a position in Rollins in Q1 2025 and has held it in 3 quarters since.
  • 837 funds tracked by Wall St. Rank held Rollins as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.