AIS
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Advocate Investing Services’s T. Rowe Price TROW Stock Holding History

Advocate Investing Services’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 		$4.1K Buy
36
+10
+38% +$1.02K ﹤0.01% 345
2026
Q1 		$2.31K Buy
26
+7
+37% +$678 ﹤0.01% 356
2025
Q4 		$1.98K Buy
+19
New +$1.96K ﹤0.01% 344

Other funds holding TROW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Advocate Investing Services's TROW Position: Q2 2026 in Review

Advocate Investing Services increased its T. Rowe Price (TROW) stake by 38% in Q2 2026, buying an estimated $1.02K and bringing the position to 36 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Advocate Investing Services first reported a position in TROW in Q4 2025 and has held it in 3 quarters since. 1,159 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Advocate Investing Services held 36 shares of T. Rowe Price worth $4.1K as of Q2 2026.
  • Advocate Investing Services bought 10 T. Rowe Price shares in Q2 2026, an estimated $1.02K.
  • T. Rowe Price made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #345 holding.
  • Advocate Investing Services first reported a position in T. Rowe Price in Q4 2025 and has held it in 3 quarters since.
  • 1,159 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.