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 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	-$2.29K	–	910
2024 Q1	$2.29K	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

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

Concord Wealth Partners's TCHP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in T. Rowe Price Blue Chip Growth ETF (TCHP) in Q2 2026: 113 shares worth $5.66K. The stake represents ﹤0.01% of the portfolio and ranks #641 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in TCHP as recently as Q4 2025.

Concord Wealth Partners first reported a position in TCHP in Q3 2021 and has held it in 13 quarters since. 185 funds tracked by Wall St. Rank hold TCHP as of Q2 2026.

Concord Wealth Partners held 113 shares of T. Rowe Price Blue Chip Growth ETF worth $5.66K as of Q2 2026.
T. Rowe Price Blue Chip Growth ETF was a new Concord Wealth Partners position in Q2 2026.
T. Rowe Price Blue Chip Growth ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #641 holding.
Concord Wealth Partners first reported a position in T. Rowe Price Blue Chip Growth ETF in Q3 2021 and has held it in 13 quarters since.
185 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.