Concord Wealth Partners’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Concord Wealth Partners’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 Q3	–	Sell	-113	Closed	-$5.66K	–	889
2026 Q2	$5.66K	Buy	+113	New	+$5.64K	﹤0.01%	641
2026 Q1	–	Sell	-113	Closed	-$5.63K	–	718
2025 Q4	$5.63K	Buy	+113	New	+$5.59K	﹤0.01%	603
2025 Q3	–	Sell	-65	Closed	-$2.95K	–	882
2025 Q2	$2.95K	Buy	+65	New	+$2.64K	﹤0.01%	688
2024 Q4	–	Sell	-65	Closed	-$2.58K	–	983
2024 Q3	$2.58K	Buy	+65	New	+$2.49K	﹤0.01%	718
2024 Q2	–	Sell	-65	Closed	-$2.3K	–	910
2024 Q1	$2.3K	Buy	+65	New	+$2.17K	﹤0.01%	741
2023 Q4	–	Sell	-10	Closed	-$272	–	1007
2023 Q3	$272	Hold	10	–	–	﹤0.01%	1004
2023 Q2	$279	Hold	10	–	–	﹤0.01%	1011
2023 Q1	$240	Hold	10	–	–	﹤0.01%	956
2022 Q4	$206	Buy	+10	New	+$213	﹤0.01%	1201
2022 Q3	–	Sell	-10	Closed	–	–	1034
2022 Q2	$0	Hold	10	–	–	﹤0.01%	1366
2022 Q1	$0	Hold	10	–	–	﹤0.01%	1379
2021 Q4	$0	Buy	10 +3	+43%	+$100	﹤0.01%	1345
2021 Q3	$0	Buy	+7	New	+$230	﹤0.01%	1019

Other funds holding TCHP

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Trust Company of Kansas Wichita, Kansas $190M AUM 24.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Armstrong Fleming & Moore Washington, District of Columbia $303M AUM 21.82% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return

Concord Wealth Partners's TCHP Position: Q3 2026 in Review

Concord Wealth Partners sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q3 2026, closing a stake of 113 shares — an estimated $5.66K sold.

Concord Wealth Partners first reported a position in TCHP in Q3 2021 and held it in 13 quarters. The position peaked at $5.66K in Q2 2026. 145 funds tracked by Wall St. Rank hold TCHP as of Q3 2026.

Concord Wealth Partners reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q3 2026 after selling out during the quarter.
Concord Wealth Partners sold 113 T. Rowe Price Blue Chip Growth ETF shares in Q3 2026, an estimated $5.66K.
Concord Wealth Partners first reported a position in T. Rowe Price Blue Chip Growth ETF in Q3 2021 and held it in 13 quarters.
Concord Wealth Partners's T. Rowe Price Blue Chip Growth ETF position peaked at $5.66K in Q2 2026.
145 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.