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 Q2	$12.7K	Buy	+254	New	+$12.7K	﹤0.01%	809
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 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

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

MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return

Cape Investment Advisory's TCHP Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in T. Rowe Price Blue Chip Growth ETF (TCHP) in Q2 2026: 254 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #809 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in TCHP as recently as Q4 2025.

Cape Investment Advisory first reported a position in TCHP in Q4 2024 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold TCHP as of Q2 2026.

Cape Investment Advisory held 254 shares of T. Rowe Price Blue Chip Growth ETF worth $12.7K as of Q2 2026.
T. Rowe Price Blue Chip Growth ETF was a new Cape Investment Advisory position in Q2 2026.
T. Rowe Price Blue Chip Growth ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #809 holding.
Cape Investment Advisory first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2024 and has held it in 5 quarters since.
185 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.