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Abich Financial Wealth Management’s T. Rowe Price TROW Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$311K Buy
+3,031
New +$319K 0.11% 77
2024
Q3 		$56.6K Sell
520
-678
-57% -$74.4K 0.13% 85
2024
Q2 		$138K Buy
1,198
+171
+17% +$19.7K 0.09% 77
2024
Q1 		$125K Buy
1,027
+333
+48% +$37.2K 0.1% 67
2023
Q4 		$74.7K Buy
+694
New +$69.1K 0.07% 65

Other funds holding TROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Abich Financial Wealth Management's TROW Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in T. Rowe Price (TROW) in Q3 2025: 3,031 shares worth $311K. The stake represents 0.11% of the portfolio and ranks #77 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in TROW as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in TROW in Q4 2023 and has held it in 5 quarters since. 1,079 funds tracked by Wall St. Rank hold TROW as of Q3 2025.

  • Abich Financial Wealth Management held 3,031 shares of T. Rowe Price worth $311K as of Q3 2025.
  • T. Rowe Price was a new Abich Financial Wealth Management position in Q3 2025.
  • T. Rowe Price made up 0.11% of Abich Financial Wealth Management's portfolio in Q3 2025, its #77 holding.
  • Abich Financial Wealth Management first reported a position in T. Rowe Price in Q4 2023 and has held it in 5 quarters since.
  • 1,079 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.