Position in RTO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$274,713
-$223,552 QoQ
Shares Held
9,602
-39.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $24,516,238 across 7 Specialty Business Services names. RTO ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TIC |
TIC Solutions, Inc.
|
992,629 | $8,030,368 | |
| 2 | RELX |
Relx PLC
|
217,919 | $6,901,494 | |
| 3 | ULS |
UL Solutions Inc.
|
50,607 | $5,154,829 | |
| 4 | CTAS |
Cintas Corp
|
20,080 | $3,415,206 | |
| 5 | RBA |
Rb Global Inc.
|
4,013 | $467,313 | |
| 6 | RTO |
Rentokil Initial PLC /Fi
This page
|
9,602 | $274,713 | |
| 7 | CPRT |
Copart Inc
|
9,660 | $272,315 |
All Filings in RTO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,713 | 9,602 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $498,265 | 15,828 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $687,508 | 23,337 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $553,858 | 21,935 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $523,488 | 21,812 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $426,604 | 18,629 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $318,728 | 12,588 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $430,167 | 17,255 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $506,688 | 17,089 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $532,991 | 17,678 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $379,654 | 13,270 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $416,553 | 11,243 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $403,753 | 10,350 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $438,120 | 12,000 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $307,699 | 9,987 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||