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Cherry Tree Wealth Management’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Cherry Tree Wealth Management’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 		$22K Hold
497
– – ﹤0.01% 343
2025
Q4 		$24.8K Buy
+497
New +$24.6K 0.01% 329

Other funds holding TCHP

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

Cherry Tree Wealth Management's TCHP Position: Q1 2026 in Review

Cherry Tree Wealth Management held its T. Rowe Price Blue Chip Growth ETF (TCHP) position steady in Q1 2026 at 497 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Cherry Tree Wealth Management first reported a position in TCHP in Q4 2025 and has held it in 2 quarters since. The position peaked at $24.8K in Q4 2025. 176 funds tracked by Wall St. Rank hold TCHP as of Q1 2026.

  • Cherry Tree Wealth Management held 497 shares of T. Rowe Price Blue Chip Growth ETF worth $22K as of Q1 2026.
  • Cherry Tree Wealth Management left its T. Rowe Price Blue Chip Growth ETF share count unchanged in Q1 2026.
  • T. Rowe Price Blue Chip Growth ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #343 holding.
  • Cherry Tree Wealth Management first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Cherry Tree Wealth Management's T. Rowe Price Blue Chip Growth ETF position peaked at $24.8K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.