AWM
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Accel Wealth Management’s T. Rowe Price TROW Stock Holding History

Accel 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
2026
Q2 		$292K Sell
2,572
-137
-5% -$14K 0.07% 228
2026
Q1 		$244K Sell
2,709
-121
-4% -$11.7K 0.06% 235
2025
Q4 		$290K Sell
2,830
-482
-15% -$49.7K 0.08% 207
2025
Q3 		$340K Sell
3,312
-519
-14% -$54.5K 0.1% 189
2025
Q2 		$370K Sell
3,831
-188
-5% -$17.3K 0.12% 170
2025
Q1 		$369K Buy
4,019
+13
+0.3% +$1.37K 0.13% 156
2024
Q4 		$453K Sell
4,006
-676
-14% -$78.3K 0.17% 137
2024
Q3 		$510K Sell
4,682
-332
-7% -$36.4K 0.19% 123
2024
Q2 		$578K Sell
5,014
-148
-3% -$17K 0.23% 104
2024
Q1 		$629K Sell
5,162
-659
-11% -$73.6K 0.27% 94
2023
Q4 		$627K Sell
5,821
-7
-0.1% -$697 0.31% 80
2023
Q3 		$611K Buy
5,828
+325
+6% +$36.6K 0.34% 77
2023
Q2 		$616K Sell
5,503
-173
-3% -$18.9K 0.34% 75
2023
Q1 		$641K Sell
5,676
-138
-2% -$15.8K 0.26% 90
2022
Q4 		$634K Buy
5,814
+224
+4% +$25.3K 0.3% 72
2022
Q3 		$633K Sell
5,590
-1,085
-16% -$129K 0.34% 70
2022
Q2 		$770K Sell
6,675
-75
-1% -$9.53K 0.44% 56
2022
Q1 		$1.03M Buy
6,750
+4,329
+179% +$668K 0.53% 50
2021
Q4 		$476K Buy
2,421
+935
+63% +$190K 0.23% 81
2021
Q3 		$292K Buy
1,486
+21
+1% +$4.42K 0.19% 91
2021
Q2 		$290K Buy
1,465
+7
+0.5% +$1.31K 0.19% 103
2021
Q1 		$250K Buy
1,458
+6
+0.4% +$984 0.2% 103
2020
Q4 		$220K Buy
+1,452
New +$208K 0.2% 110

Other funds holding TROW

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Accel Wealth Management's TROW Position: Q2 2026 in Review

Accel Wealth Management reduced its T. Rowe Price (TROW) stake by 5.1% in Q2 2026, selling an estimated $14K and leaving 2,572 shares worth $292K. The position accounts for 0.07% of the portfolio, ranked #228.

Accel Wealth Management first reported a position in TROW in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.03M in Q1 2022. 288 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Accel Wealth Management held 2,572 shares of T. Rowe Price worth $292K as of Q2 2026.
  • Accel Wealth Management sold 137 T. Rowe Price shares in Q2 2026, an estimated $14K.
  • T. Rowe Price made up 0.07% of Accel Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Accel Wealth Management first reported a position in T. Rowe Price in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's T. Rowe Price position peaked at $1.03M in Q1 2022.
  • 288 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.