1834 Investment Advisors’s T. Rowe Price TROW Stock Holding History

1834 Investment Advisors’s Portfolio TROW Stock Details TROW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.43M	Buy	38,970 +1,258	+3%	+$129K	0.5%	54
2026 Q1	$3.4M	Buy	37,712 +222	+0.6%	+$21.5K	0.42%	59
2025 Q4	$3.84M	Buy	37,490 +115	+0.3%	+$11.9K	0.48%	58
2025 Q3	$3.84M	Buy	37,375 +8,010	+27%	+$842K	0.47%	58
2025 Q2	$2.83M	Buy	29,365 +1,663	+6%	+$153K	0.36%	68
2025 Q1	$2.54M	Buy	27,702 +1,554	+6%	+$164K	0.33%	72
2024 Q4	$2.96M	Sell	26,148 -1,294	-5%	-$150K	0.37%	68
2024 Q3	$2.99M	Buy	27,442 +3,924	+17%	+$431K	0.35%	72
2024 Q2	$2.71M	Buy	23,518 +16,564	+238%	+$1.9M	0.33%	77
2024 Q1	$848K	Buy	6,954 +65	+0.9%	+$7.26K	0.1%	129
2023 Q4	$742K	Buy	6,889 +2,084	+43%	+$208K	0.09%	139
2023 Q3	$504K	Buy	4,805 +1,143	+31%	+$129K	0.06%	167
2023 Q2	$410K	Sell	3,662 -200	-5%	-$21.9K	0.05%	185
2023 Q1	$436K	Buy	+3,862	New	+$441K	0.05%	182

Other funds holding TROW

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

LKBC

L.K. Benson & Company Baltimore, Maryland $332M AUM 19.03% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $416M AUM

1834 Investment Advisors's TROW Position: Q2 2026 in Review

1834 Investment Advisors increased its T. Rowe Price (TROW) stake by 3.3% in Q2 2026, buying an estimated $129K and bringing the position to 38,970 shares worth $4.43M. The position accounts for 0.5% of the portfolio, ranked #54.

1834 Investment Advisors first reported a position in TROW in Q1 2023 and has held it in 14 quarters since. 506 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

1834 Investment Advisors held 38,970 shares of T. Rowe Price worth $4.43M as of Q2 2026.
1834 Investment Advisors bought 1,258 T. Rowe Price shares in Q2 2026, an estimated $129K.
T. Rowe Price made up 0.5% of 1834 Investment Advisors's portfolio in Q2 2026, its #54 holding.
1834 Investment Advisors first reported a position in T. Rowe Price in Q1 2023 and has held it in 14 quarters since.
506 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.