Capital Advisors Ltd
TCHP icon

Capital Advisors Ltd’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Capital Advisors Ltd’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
Q3 		$4.08M Sell
79,331
-553
-0.7% -$27.8K 0.41% 40
2026
Q2 		$4M Sell
79,884
-117
-0.1% -$5.84K 0.4% 42
2026
Q1 		$3.53M Buy
80,001
+3,165
+4% +$150K 0.4% 42
2025
Q4 		$3.83M Buy
76,836
+2,231
+3% +$110K 0.43% 40
2025
Q3 		$3.65M Buy
74,605
+1,533
+2% +$72.1K 0.41% 40
2025
Q2 		$3.31M Sell
73,072
-180
-0.2% -$7.32K 0.41% 40
2025
Q1 		$2.79M Buy
73,252
+4,410
+6% +$184K 0.37% 42
2024
Q4 		$2.9M Buy
68,842
+6,579
+11% +$273K 0.37% 44
2024
Q3 		$2.47M Buy
62,263
+2,736
+5% +$105K 0.31% 48
2024
Q2 		$2.3M Buy
59,527
+4,106
+7% +$148K 0.3% 52
2024
Q1 		$1.96M Buy
55,421
+3,366
+6% +$113K 0.26% 60
2023
Q4 		$1.61M Buy
52,055
+3,197
+7% +$92.7K 0.23% 67
2023
Q3 		$1.33M Buy
48,858
+282
+0.6% +$7.91K 0.2% 70
2023
Q2 		$1.35M Sell
48,576
-209
-0.4% -$5.33K 0.2% 71
2023
Q1 		$1.17M Sell
48,785
-800
-2% -$17.9K 0.19% 75
2022
Q4 		$1.02M Buy
49,585
+34,475
+228% +$734K 0.18% 79
2022
Q3 		$317K Buy
15,110
+831
+6% +$19.7K 0.06% 174
2022
Q2 		$314K Buy
14,279
+13,220
+1,248% +$324K 0.06% 178
2022
Q1 		$31K Hold
1,059
– – 0.01% 414
2021
Q4 		$35K Hold
1,059
– – 0.01% 386
2021
Q3 		$34K Buy
1,059
+850
+407% +$28K 0.01% 352
2021
Q2 		$7K Hold
209
– – ﹤0.01% 438
2021
Q1 		$6K Hold
209
– – ﹤0.01% 444
2020
Q4 		$6K Buy
+209
New +$5.64K ﹤0.01% 412

Other funds holding TCHP

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return
MJP Associates
MJP Associates Farmington, Connecticut $948M AUM 15.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Trust Company of Kansas
Trust Company of Kansas Wichita, Kansas $190M AUM 24.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Advisors Ltd's TCHP Position: Q3 2026 in Review

Capital Advisors Ltd reduced its T. Rowe Price Blue Chip Growth ETF (TCHP) stake by 0.69% in Q3 2026, selling an estimated $27.8K and leaving 79,331 shares worth $4.08M. The position accounts for 0.41% of the portfolio, ranked #40.

Capital Advisors Ltd first reported a position in TCHP in Q4 2020 and has held it in 24 quarters since. 174 funds tracked by Wall St. Rank hold TCHP as of Q3 2026.

  • Capital Advisors Ltd held 79,331 shares of T. Rowe Price Blue Chip Growth ETF worth $4.08M as of Q3 2026.
  • Capital Advisors Ltd sold 553 T. Rowe Price Blue Chip Growth ETF shares in Q3 2026, an estimated $27.8K.
  • T. Rowe Price Blue Chip Growth ETF made up 0.41% of Capital Advisors Ltd's portfolio in Q3 2026, its #40 holding.
  • Capital Advisors Ltd first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 174 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.