WJWM
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Williams Jones Wealth Management’s Republic Services RSG Stock Holding History

Williams Jones Wealth Management’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
Q2 		$421K Buy
1,975
+135
+7% +$28.2K ﹤0.01% 401
2026
Q1 		$403K Sell
1,840
-85
-4% -$18.6K 0.01% 385
2025
Q4 		$408K Buy
1,925
+49
+3% +$10.5K ﹤0.01% 377
2025
Q3 		$431K Hold
1,876
– – ﹤0.01% 370
2025
Q2 		$463K Sell
1,876
-1
-0.1% -$247 0.01% 361
2025
Q1 		$455K Hold
1,877
– – 0.01% 348
2024
Q4 		$378K Sell
1,877
-270
-13% -$55.9K ﹤0.01% 386
2024
Q3 		$431K Buy
2,147
+477
+29% +$96K 0.01% 380
2024
Q2 		$325K Hold
1,670
– – ﹤0.01% 400
2024
Q1 		$320K Buy
1,670
+200
+14% +$35.5K ﹤0.01% 419
2023
Q4 		$242K Hold
1,470
– – ﹤0.01% 456
2023
Q3 		$209K Hold
1,470
– – ﹤0.01% 482
2023
Q2 		$225K Buy
+1,470
New +$210K ﹤0.01% 465

Other funds holding RSG

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
CWG
C WorldWide Group Copenhagen, Denmark $4.15B AUM 13.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Williams Jones Wealth Management's RSG Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Republic Services (RSG) stake by 7.3% in Q2 2026, buying an estimated $28.2K and bringing the position to 1,975 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Williams Jones Wealth Management first reported a position in RSG in Q2 2023 and has held it in 13 quarters since. The position peaked at $463K in Q2 2025. 641 funds tracked by Wall St. Rank hold RSG as of Q2 2026.

  • Williams Jones Wealth Management held 1,975 shares of Republic Services worth $421K as of Q2 2026.
  • Williams Jones Wealth Management bought 135 Republic Services shares in Q2 2026, an estimated $28.2K.
  • Republic Services made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #401 holding.
  • Williams Jones Wealth Management first reported a position in Republic Services in Q2 2023 and has held it in 13 quarters since.
  • Williams Jones Wealth Management's Republic Services position peaked at $463K in Q2 2025.
  • 641 funds tracked by Wall St. Rank held Republic Services as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.