Aspect Partners’s T. Rowe Price TROW Stock Holding History

Aspect Partners’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 Q3	$6.66K	Sell	64 -34	-35%	-$3.81K	﹤0.01%	334
2026 Q2	$11.1K	Buy	98 +73	+292%	+$7.47K	﹤0.01%	269
2026 Q1	$2.25K	Buy	25 +3	+14%	+$291	﹤0.01%	468
2025 Q4	$2.25K	Buy	22 +3	+16%	+$310	﹤0.01%	503
2025 Q3	$1.95K	Buy	19 +6	+46%	+$631	﹤0.01%	534
2025 Q2	$1.26K	Sell	13 -122	-90%	-$11.2K	﹤0.01%	504
2025 Q1	$12.4K	Hold	135	–	–	0.01%	240
2024 Q4	$15.3K	Hold	135	–	–	0.01%	237
2024 Q3	$14.7K	Buy	135 +4	+3%	+$439	0.01%	224
2024 Q2	$15.1K	Hold	131	–	–	0.01%	214
2024 Q1	$16K	Hold	131	–	–	0.01%	212
2023 Q4	$14.1K	Buy	+131	New	+$13K	0.01%	209

Other funds holding TROW

L.K. Benson & Company Baltimore, Maryland $337M AUM 7.96% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Aspect Partners's TROW Position: Q3 2026 in Review

Aspect Partners reduced its T. Rowe Price (TROW) stake by 35% in Q3 2026, selling an estimated $3.81K and leaving 64 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Aspect Partners first reported a position in TROW in Q4 2023 and has held it in 12 quarters since. The position peaked at $16K in Q1 2024. 304 funds tracked by Wall St. Rank hold TROW as of Q3 2026.

Aspect Partners held 64 shares of T. Rowe Price worth $6.66K as of Q3 2026.
Aspect Partners sold 34 T. Rowe Price shares in Q3 2026, an estimated $3.81K.
T. Rowe Price made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #334 holding.
Aspect Partners first reported a position in T. Rowe Price in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's T. Rowe Price position peaked at $16K in Q1 2024.
304 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.