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Atria Wealth Solutions’s T. Rowe Price TROW Stock Holding History

Atria Wealth Solutions’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
Q2 		$629K Sell
6,493
-3,427
-35% -$315K 0.01% 821
2025
Q1 		$911K Buy
9,920
+46
+0.5% +$4.86K 0.01% 927
2024
Q4 		$1.12M Sell
9,874
-2,093
-17% -$242K 0.01% 886
2024
Q3 		$1.3M Sell
11,967
-940
-7% -$103K 0.01% 817
2024
Q2 		$1.49M Buy
12,907
+1,158
+10% +$133K 0.02% 737
2024
Q1 		$1.43M Buy
11,749
+3,035
+35% +$339K 0.02% 752
2023
Q4 		$939K Buy
8,714
+4,119
+90% +$410K 0.01% 887
2023
Q3 		$482K Sell
4,595
-92
-2% -$10.4K 0.01% 1143
2023
Q2 		$525K Buy
4,687
+2,553
+120% +$280K 0.01% 1133
2023
Q1 		$241K Buy
2,134
+103
+5% +$11.8K ﹤0.01% 1552
2022
Q4 		$221K Buy
+2,031
New +$230K ﹤0.01% 1545
2022
Q3 		– Sell
-1,805
Closed -$205K – 1856
2022
Q2 		$205K Sell
1,805
-1,960
-52% -$249K ﹤0.01% 1447
2022
Q1 		$570K Buy
+3,765
New +$581K 0.01% 993

Other funds holding TROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's TROW Position: Q2 2025 in Review

Atria Wealth Solutions reduced its T. Rowe Price (TROW) stake by 35% in Q2 2025, selling an estimated $315K and leaving 6,493 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #821.

Atria Wealth Solutions first reported a position in TROW in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.49M in Q2 2024. 1,074 funds tracked by Wall St. Rank hold TROW as of Q2 2025.

  • Atria Wealth Solutions held 6,493 shares of T. Rowe Price worth $629K as of Q2 2025.
  • Atria Wealth Solutions sold 3,427 T. Rowe Price shares in Q2 2025, an estimated $315K.
  • T. Rowe Price made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #821 holding.
  • Atria Wealth Solutions first reported a position in T. Rowe Price in Q1 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's T. Rowe Price position peaked at $1.49M in Q2 2024.
  • 1,074 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.