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Choate Investment Advisors’s T. Rowe Price TROW Stock Holding History

Choate Investment Advisors’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
2025
Q1 		– Sell
-2,556
Closed -$289K – 417
2024
Q4 		$289K Buy
+2,556
New +$296K 0.01% 337
2022
Q1 		– Sell
-1,236
Closed -$243K – 375
2021
Q4 		$243K Buy
1,236
+71
+6% +$14.4K 0.01% 259
2021
Q3 		$229K Buy
1,165
+5
+0.4% +$1.05K 0.01% 245
2021
Q2 		$229K Sell
1,160
-2,735
-70% -$511K 0.01% 247
2021
Q1 		$669K Buy
3,895
+52
+1% +$8.53K 0.04% 151
2020
Q4 		$582K Hold
3,843
– – 0.04% 152
2020
Q3 		$493K Buy
3,843
+208
+6% +$27.5K 0.03% 158
2020
Q2 		$449K Hold
3,635
– – 0.03% 159
2020
Q1 		$355K Hold
3,635
– – 0.03% 180
2019
Q4 		$443K Hold
3,635
– – 0.03% 164
2019
Q3 		$415K Hold
3,635
– – 0.03% 169
2019
Q2 		$399K Hold
3,635
– – 0.02% 173
2019
Q1 		$364K Buy
3,635
+345
+10% +$33.3K 0.02% 182
2018
Q4 		$304K Sell
3,290
-1,545
-32% -$150K 0.02% 179
2018
Q3 		$528K Buy
4,835
+1,545
+47% +$179K 0.03% 135
2018
Q2 		$382K Sell
3,290
-1,545
-32% -$180K 0.02% 170
2018
Q1 		$522K Hold
4,835
– – 0.03% 163
2017
Q4 		$507K Hold
4,835
– – 0.03% 170
2017
Q3 		$438K Hold
4,835
– – 0.02% 180
2017
Q2 		$359K Hold
4,835
– – 0.02% 188
2017
Q1 		$330K Hold
4,835
– – 0.02% 198
2016
Q4 		$364K Buy
4,835
+1,370
+40% +$97.1K 0.02% 185
2016
Q3 		$230K Buy
+3,465
New +$241K 0.02% 220

Other funds holding TROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Choate Investment Advisors's TROW Position: Q1 2025 in Review

Choate Investment Advisors sold out of T. Rowe Price (TROW) in Q1 2025, closing a stake of 2,556 shares — an estimated $289K sold.

Choate Investment Advisors first reported a position in TROW in Q3 2016 and held it in 23 quarters. The position peaked at $669K in Q1 2021. 1,085 funds tracked by Wall St. Rank hold TROW as of Q1 2025.

  • Choate Investment Advisors reported no remaining T. Rowe Price position as of Q1 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 2,556 T. Rowe Price shares in Q1 2025, an estimated $289K.
  • Choate Investment Advisors first reported a position in T. Rowe Price in Q3 2016 and held it in 23 quarters.
  • Choate Investment Advisors's T. Rowe Price position peaked at $669K in Q1 2021.
  • 1,085 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2025.

Based on Choate Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.