Altus Wealth Group’s T. Rowe Price TROW Stock Holding History

Altus Wealth Group’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 Q4	–	Sell	-5,516	Closed	-$566K	–	150
2025 Q3	$566K	Sell	5,516 -712	-11%	-$74.8K	0.23%	81
2025 Q2	$601K	Buy	6,228 +217	+4%	+$19.9K	0.27%	71
2025 Q1	$552K	Buy	6,011 +625	+12%	+$66K	0.26%	72
2024 Q4	$609K	Sell	5,386 -192	-3%	-$22.2K	0.27%	77
2024 Q3	$608K	Buy	5,578 +1,296	+30%	+$142K	0.26%	79
2024 Q2	$494K	Buy	+4,282	New	+$492K	0.25%	83

Other funds holding TROW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Altus Wealth Group's TROW Position: Q4 2025 in Review

Altus Wealth Group sold out of T. Rowe Price (TROW) in Q4 2025, closing a stake of 5,516 shares — an estimated $566K sold.

Altus Wealth Group first reported a position in TROW in Q2 2024 and held it in 6 quarters. The position peaked at $609K in Q4 2024. 1,125 funds tracked by Wall St. Rank hold TROW as of Q4 2025.

Altus Wealth Group reported no remaining T. Rowe Price position as of Q4 2025 after selling out during the quarter.
Altus Wealth Group sold 5,516 T. Rowe Price shares in Q4 2025, an estimated $566K.
Altus Wealth Group first reported a position in T. Rowe Price in Q2 2024 and held it in 6 quarters.
Altus Wealth Group's T. Rowe Price position peaked at $609K in Q4 2024.
1,125 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2025.

Based on Altus Wealth Group's 13F filing for Q4 2025, filed 13 Feb 2026.