WF
ROL icon

Welch & Forbes’s Rollins ROL Stock Holding History

Welch & Forbes’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 		$3.68M Hold
68,856
– – 0.05% 143
2025
Q4 		$4.13M Hold
68,856
– – 0.05% 137
2025
Q3 		$4.04M Hold
68,856
– – 0.05% 140
2025
Q2 		$3.88M Hold
68,856
– – 0.05% 141
2025
Q1 		$3.72M Sell
68,856
-426
-0.6% -$21.4K 0.05% 140
2024
Q4 		$3.21M Sell
69,282
-1,141
-2% -$55.9K 0.04% 150
2024
Q3 		$3.56M Hold
70,423
– – 0.05% 145
2024
Q2 		$3.5M Buy
70,423
+716
+1% +$33K 0.05% 140
2024
Q1 		$3.23M Hold
69,707
– – 0.04% 152
2023
Q4 		$3.04M Hold
69,707
– – 0.05% 154
2023
Q3 		$2.6M Hold
69,707
– – 0.04% 161
2023
Q2 		$2.99M Buy
+69,707
New +$2.83M 0.05% 152

Other funds holding ROL

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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 $1.47T AUM 27.86% 1-Year Est. Return