Berman McAleer’s T. Rowe Price TROW Stock Holding History

Berman McAleer’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	$388K	Buy	3,411 +6	+0.2%	+$614	0.04%	119
2026 Q1	$307K	Hold	3,405	–	–	0.04%	124
2025 Q4	$349K	Hold	3,405	–	–	0.05%	116
2025 Q3	$349K	Buy	+3,405	New	+$358K	0.05%	113

Other funds holding TROW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

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

Berman McAleer's TROW Position: Q2 2026 in Review

Berman McAleer increased its T. Rowe Price (TROW) stake by 0.18% in Q2 2026, buying an estimated $614 and bringing the position to 3,411 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #119.

Berman McAleer first reported a position in TROW in Q3 2025 and has held it in 4 quarters since. 1,155 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

Berman McAleer held 3,411 shares of T. Rowe Price worth $388K as of Q2 2026.
Berman McAleer bought 6 T. Rowe Price shares in Q2 2026, an estimated $614.
T. Rowe Price made up 0.04% of Berman McAleer's portfolio in Q2 2026, its #119 holding.
Berman McAleer first reported a position in T. Rowe Price in Q3 2025 and has held it in 4 quarters since.
1,155 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.