Carson Wealth (CWM LLC)’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Carson Wealth (CWM LLC)’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	$59.8M	Buy	1,354,277 +1,304,619	+2,627%	+$61.7M	0.16%	139
2025 Q4	$2.48M	Sell	49,658 -48,761	-50%	-$2.41M	0.01%	1064
2025 Q3	$4.81M	Buy	98,419 +5,060	+5%	+$238K	0.01%	733
2025 Q2	$4.23M	Buy	93,359 +18,741	+25%	+$762K	0.01%	647
2025 Q1	$2.84M	Buy	74,618 +20,040	+37%	+$834K	0.01%	709
2024 Q4	$2.3M	Buy	54,578 +15,511	+40%	+$645K	0.01%	732
2024 Q3	$1.55M	Buy	39,067 +17,533	+81%	+$672K	0.01%	818
2024 Q2	$834K	Buy	21,534 +14,053	+188%	+$507K	﹤0.01%	993
2024 Q1	$264K	Buy	+7,481	New	+$250K	﹤0.01%	1392

Other funds holding TCHP

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TCHP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its T. Rowe Price Blue Chip Growth ETF (TCHP) stake by 2,627% in Q1 2026, buying an estimated $61.7M and bringing the position to 1,354,277 shares worth $59.8M. The position accounts for 0.16% of the portfolio, ranked #139.

Carson Wealth (CWM LLC) first reported a position in TCHP in Q1 2024 and has held it in 9 quarters since. 176 funds tracked by Wall St. Rank hold TCHP as of Q1 2026.

Carson Wealth (CWM LLC) held 1,354,277 shares of T. Rowe Price Blue Chip Growth ETF worth $59.8M as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,304,619 T. Rowe Price Blue Chip Growth ETF shares in Q1 2026, an estimated $61.7M.
T. Rowe Price Blue Chip Growth ETF made up 0.16% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #139 holding.
Carson Wealth (CWM LLC) first reported a position in T. Rowe Price Blue Chip Growth ETF in Q1 2024 and has held it in 9 quarters since.
176 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.