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

Atticus 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
2025 Q3	–	Sell	-80	Closed	-$7.72K	–	595
2025 Q2	$7.72K	Sell	80 -10	-11%	-$918	﹤0.01%	501
2025 Q1	$8.27K	Hold	90	–	–	﹤0.01%	394
2024 Q4	$10.2K	Hold	90	–	–	﹤0.01%	390
2024 Q3	$9.8K	Sell	90 -4	-4%	-$439	﹤0.01%	392
2024 Q2	$10.8K	Hold	94	–	–	﹤0.01%	373
2024 Q1	$11.5K	Hold	94	–	–	﹤0.01%	380
2023 Q4	$10.1K	Hold	94	–	–	﹤0.01%	404
2023 Q3	$9.86K	Hold	94	–	–	﹤0.01%	405
2023 Q2	$10.5K	Hold	94	–	–	﹤0.01%	394
2023 Q1	$10.6K	Hold	94	–	–	﹤0.01%	380
2022 Q4	$10.3K	Sell	94 -16	-15%	-$1.81K	﹤0.01%	385
2022 Q3	$12K	Hold	110	–	–	0.01%	368
2022 Q2	$12K	Buy	110 +20	+22%	+$2.54K	0.01%	399
2022 Q1	$14K	Buy	90 +16	+22%	+$2.47K	0.01%	378
2021 Q4	$15K	Buy	+74	New	+$15K	0.01%	335

Other funds holding TROW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atticus Wealth Management's TROW Position: Q3 2025 in Review

Atticus Wealth Management sold out of T. Rowe Price (TROW) in Q3 2025, closing a stake of 80 shares — an estimated $7.72K sold.

Atticus Wealth Management first reported a position in TROW in Q4 2021 and held it in 15 quarters. The position peaked at $15K in Q4 2021. 1,078 funds tracked by Wall St. Rank hold TROW as of Q3 2025.

Atticus Wealth Management reported no remaining T. Rowe Price position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 80 T. Rowe Price shares in Q3 2025, an estimated $7.72K.
Atticus Wealth Management first reported a position in T. Rowe Price in Q4 2021 and held it in 15 quarters.
Atticus Wealth Management's T. Rowe Price position peaked at $15K in Q4 2021.
1,078 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.