Calton & Associates’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Calton & Associates’s Portfolio TCHP Stock Details TCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,223	Closed	-$260K	–	490
2025 Q4	$260K	Buy	5,223 +25	+0.5%	+$1.24K	0.04%	362
2025 Q3	$254K	Hold	5,198	–	–	0.04%	360
2025 Q2	$236K	Buy	+5,198	New	+$211K	0.04%	332
2022 Q2	–	Sell	-8,050	Closed	-$236K	–	346
2022 Q1	$236K	Buy	8,050 +149	+2%	+$4.3K	0.07%	298
2021 Q4	$261K	Buy	7,901 +849	+12%	+$28.3K	0.07%	295
2021 Q3	$224K	Buy	+7,052	New	+$232K	0.05%	355

Other funds holding TCHP

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return

Calton & Associates's TCHP Position: Q1 2026 in Review

Calton & Associates sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q1 2026, closing a stake of 5,223 shares — an estimated $260K sold.

Calton & Associates first reported a position in TCHP in Q3 2021 and held it in 6 quarters. The position peaked at $261K in Q4 2021. 176 funds tracked by Wall St. Rank hold TCHP as of Q1 2026.

Calton & Associates reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q1 2026 after selling out during the quarter.
Calton & Associates sold 5,223 T. Rowe Price Blue Chip Growth ETF shares in Q1 2026, an estimated $260K.
Calton & Associates first reported a position in T. Rowe Price Blue Chip Growth ETF in Q3 2021 and held it in 6 quarters.
Calton & Associates's T. Rowe Price Blue Chip Growth ETF position peaked at $261K in Q4 2021.
176 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.