Cherry Tree Wealth Management
TROW icon

Cherry Tree Wealth Management’s T. Rowe Price TROW Stock Holding History

Cherry Tree Wealth Management’s Portfolio TROW Stock Details TROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.71M Sell
26,042
-2,096
-7% -$235K 0.51% 48
2026
Q2 		$3.2M Sell
28,138
-34
-0.1% -$3.48K 0.6% 44
2026
Q1 		$2.54M Hold
28,172
– – 0.54% 45
2025
Q4 		$2.88M Sell
28,172
-928
-3% -$95.8K 0.61% 44
2025
Q3 		$2.99M Hold
29,100
– – 0.66% 43
2025
Q2 		$2.81M Buy
29,100
+655
+2% +$60.1K 0.65% 40
2025
Q1 		$2.61M Buy
28,445
+28,407
+74,755% +$3M 0.63% 41
2024
Q4 		$4.24K Hold
38
– – ﹤0.01% 491
2024
Q3 		$4.08K Hold
38
– – ﹤0.01% 493
2024
Q2 		$4.32K Hold
38
– – ﹤0.01% 473
2024
Q1 		$4.57K Hold
38
– – ﹤0.01% 446
2023
Q4 		$4.04K Hold
38
– – ﹤0.01% 449
2023
Q3 		$3.93K Hold
38
– – ﹤0.01% 431
2023
Q2 		$4.2K Buy
+38
New +$4.16K ﹤0.01% 425

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Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Cherry Tree Wealth Management's TROW Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its T. Rowe Price (TROW) stake by 7.4% in Q3 2026, selling an estimated $235K and leaving 26,042 shares worth $2.71M. The position accounts for 0.51% of the portfolio, ranked #48.

Cherry Tree Wealth Management first reported a position in TROW in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.2M in Q2 2026. 304 funds tracked by Wall St. Rank hold TROW as of Q3 2026.

  • Cherry Tree Wealth Management held 26,042 shares of T. Rowe Price worth $2.71M as of Q3 2026.
  • Cherry Tree Wealth Management sold 2,096 T. Rowe Price shares in Q3 2026, an estimated $235K.
  • T. Rowe Price made up 0.51% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Cherry Tree Wealth Management first reported a position in T. Rowe Price in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's T. Rowe Price position peaked at $3.2M in Q2 2026.
  • 304 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.