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

Congress 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
2025
Q2 		$12.9M Buy
133,377
+44,646
+50% +$4.1M 0.12% 194
2025
Q1 		$8.15M Sell
88,731
-4,343
-5% -$459K 0.1% 243
2024
Q4 		$10.5M Buy
93,074
+5,192
+6% +$601K 0.14% 191
2024
Q3 		$9.57M Buy
87,882
+510
+0.6% +$56K 0.13% 220
2024
Q2 		$10.1M Buy
87,372
+597
+0.7% +$68.7K 0.16% 172
2024
Q1 		$10.6M Buy
86,775
+11,027
+15% +$1.23M 0.18% 164
2023
Q4 		$8.16M Sell
75,748
-8,841
-10% -$881K 0.15% 180
2023
Q3 		$8.87M Buy
84,589
+4,187
+5% +$472K 0.18% 160
2023
Q2 		$9.01M Buy
80,402
+2,011
+3% +$220K 0.21% 141
2023
Q1 		$8.85M Buy
78,391
+7,878
+11% +$900K 0.21% 141
2022
Q4 		$7.69M Buy
70,513
+1,792
+3% +$203K 0.2% 146
2022
Q3 		$7.22M Buy
68,721
+4,242
+7% +$506K 0.19% 156
2022
Q2 		$7.33M Buy
64,479
+1,643
+3% +$209K 0.19% 156
2022
Q1 		$9.5M Buy
62,836
+1,265
+2% +$195K 0.21% 150
2021
Q4 		$12.1M Buy
+61,571
New +$12.5M 0.24% 118

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Congress Wealth Management's TROW Position: Q2 2025 in Review

Congress Wealth Management increased its T. Rowe Price (TROW) stake by 50% in Q2 2025, buying an estimated $4.1M and bringing the position to 133,377 shares worth $12.9M. The position accounts for 0.12% of the portfolio, ranked #194.

Congress Wealth Management first reported a position in TROW in Q4 2021 and has held it in 15 quarters since. 1,074 funds tracked by Wall St. Rank hold TROW as of Q2 2025.

  • Congress Wealth Management held 133,377 shares of T. Rowe Price worth $12.9M as of Q2 2025.
  • Congress Wealth Management bought 44,646 T. Rowe Price shares in Q2 2025, an estimated $4.1M.
  • T. Rowe Price made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #194 holding.
  • Congress Wealth Management first reported a position in T. Rowe Price in Q4 2021 and has held it in 15 quarters since.
  • 1,074 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.