CFO
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Callan Family Office’s T. Rowe Price TROW Stock Holding History

Callan Family Office’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
Q1 		$421K Sell
4,666
-461
-9% -$44.7K 0.01% 824
2025
Q4 		$525K Sell
5,127
-280
-5% -$28.9K 0.01% 772
2025
Q3 		$555K Buy
5,407
+331
+7% +$34.8K 0.02% 500
2025
Q2 		$490K Buy
5,076
+2,528
+99% +$232K 0.02% 592
2025
Q1 		$234K Buy
2,548
+323
+15% +$34.1K 0.02% 493
2024
Q4 		$252K Buy
+2,225
New +$258K 0.02% 537

Other funds holding TROW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Callan Family Office's TROW Position: Q1 2026 in Review

Callan Family Office reduced its T. Rowe Price (TROW) stake by 9% in Q1 2026, selling an estimated $44.7K and leaving 4,666 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #824.

Callan Family Office first reported a position in TROW in Q4 2024 and has held it in 6 quarters since. The position peaked at $555K in Q3 2025. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

  • Callan Family Office held 4,666 shares of T. Rowe Price worth $421K as of Q1 2026.
  • Callan Family Office sold 461 T. Rowe Price shares in Q1 2026, an estimated $44.7K.
  • T. Rowe Price made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #824 holding.
  • Callan Family Office first reported a position in T. Rowe Price in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's T. Rowe Price position peaked at $555K in Q3 2025.
  • 1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.