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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Cascade Investment Advisors's TCHP Position: Q2 2026 in Review

Cascade Investment Advisors increased its T. Rowe Price Blue Chip Growth ETF (TCHP) stake by 22% in Q2 2026, buying an estimated $81.3K and bringing the position to 8,988 shares worth $450K. The position accounts for 0.25% of the portfolio, ranked #95.

Cascade Investment Advisors first reported a position in TCHP in Q1 2021 and has held it in 14 quarters since. 184 funds tracked by Wall St. Rank hold TCHP as of Q2 2026.

Cascade Investment Advisors held 8,988 shares of T. Rowe Price Blue Chip Growth ETF worth $450K as of Q2 2026.
Cascade Investment Advisors bought 1,629 T. Rowe Price Blue Chip Growth ETF shares in Q2 2026, an estimated $81.3K.
T. Rowe Price Blue Chip Growth ETF made up 0.25% of Cascade Investment Advisors's portfolio in Q2 2026, its #95 holding.
Cascade Investment Advisors first reported a position in T. Rowe Price Blue Chip Growth ETF in Q1 2021 and has held it in 14 quarters since.
184 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.