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Cape Investment Advisory’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Cape Investment Advisory’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
-248
Closed -$12.4K – 1091
2025
Q4 		$12.4K Buy
+248
New +$12.3K ﹤0.01% 710
2025
Q3 		– Sell
-248
Closed -$11.2K – 1162
2025
Q2 		$11.2K Hold
248
– – ﹤0.01% 618
2025
Q1 		$9.45K Hold
248
– – ﹤0.01% 622
2024
Q4 		$10.4K Buy
+248
New +$10.3K ﹤0.01% 581

Other funds holding TCHP

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

Cape Investment Advisory's TCHP Position: Q1 2026 in Review

Cape Investment Advisory sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q1 2026, closing a stake of 248 shares — an estimated $12.4K sold.

Cape Investment Advisory first reported a position in TCHP in Q4 2024 and held it in 4 quarters. The position peaked at $12.4K in Q4 2025. 176 funds tracked by Wall St. Rank hold TCHP as of Q1 2026.

  • Cape Investment Advisory reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 248 T. Rowe Price Blue Chip Growth ETF shares in Q1 2026, an estimated $12.4K.
  • Cape Investment Advisory first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2024 and held it in 4 quarters.
  • Cape Investment Advisory's T. Rowe Price Blue Chip Growth ETF position peaked at $12.4K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.