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Cascade Investment Advisors’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Cascade Investment Advisors’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 		$450K Buy
8,988
+1,629
+22% +$81.3K 0.25% 95
2026
Q1 		$325K Buy
7,359
+152
+2% +$7.19K 0.19% 103
2025
Q4 		$359K Buy
7,207
+363
+5% +$18K 0.21% 100
2025
Q3 		$335K Buy
6,844
+651
+11% +$30.6K 0.2% 99
2025
Q2 		$281K Buy
6,193
+423
+7% +$17.2K 0.18% 103
2025
Q1 		$220K Buy
5,770
+730
+14% +$30.4K 0.15% 110
2024
Q4 		$212K Buy
+5,040
New +$209K 0.14% 110
2023
Q2 		– Sell
-3,625
Closed -$86.9K – 208
2023
Q1 		$86.9K Buy
+3,625
New +$81.2K 0.07% 122
2022
Q3 		– Sell
-3,525
Closed -$77.4K – 202
2022
Q2 		$77.4K Buy
3,525
+90
+3% +$2.21K 0.06% 131
2022
Q1 		$101K Buy
3,435
+50
+1% +$1.44K 0.06% 134
2021
Q4 		$112K Buy
3,385
+257
+8% +$8.56K 0.07% 132
2021
Q3 		$99.8K Buy
3,128
+1,733
+124% +$57K 0.07% 131
2021
Q2 		$44.1K Buy
1,395
+954
+216% +$28.6K 0.03% 166
2021
Q1 		$12.4K Buy
+441
New +$12.5K 0.01% 225

Other funds holding TCHP

CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return