Cornerstone Advisory’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Cornerstone Advisory’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 Q1	–	Sell	-4,301	Closed	-$214K	–	273
2025 Q4	$214K	Sell	4,301 -375	-8%	-$18.6K	0.02%	237
2025 Q3	$229K	Sell	4,676 -588	-11%	-$27.7K	0.02%	225
2025 Q2	$239K	Buy	+5,264	New	+$214K	0.03%	217
2025 Q1	–	Sell	-6,801	Closed	-$300K	–	242
2024 Q4	$300K	Buy	+6,801	New	+$283K	0.03%	187
2022 Q4	–	Sell	-47,018	Closed	-$987K	–	207
2022 Q3	$987K	Sell	47,018 -3,879	-8%	-$91.9K	0.22%	72
2022 Q2	$1.12M	Sell	50,897 -10,485	-17%	-$257K	0.26%	64
2022 Q1	$1.8M	Buy	61,382 +3,649	+6%	+$105K	0.27%	58
2021 Q4	$1.91M	Buy	57,733 +17,799	+45%	+$593K	0.28%	58
2021 Q3	$1.27M	Buy	39,934 +5,974	+18%	+$197K	0.21%	83
2021 Q2	$1.07M	Buy	33,960 +7,961	+31%	+$239K	0.18%	90
2021 Q1	$732K	Buy	25,999 +11,541	+80%	+$327K	0.14%	121
2020 Q4	$406K	Buy	+14,458	New	+$390K	0.08%	158

Other funds holding TCHP

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

Cornerstone Advisory's TCHP Position: Q1 2026 in Review

Cornerstone Advisory sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q1 2026, closing a stake of 4,301 shares — an estimated $214K sold.

Cornerstone Advisory first reported a position in TCHP in Q4 2020 and held it in 12 quarters. The position peaked at $1.91M in Q4 2021. 176 funds tracked by Wall St. Rank hold TCHP as of Q1 2026.

Cornerstone Advisory reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q1 2026 after selling out during the quarter.
Cornerstone Advisory sold 4,301 T. Rowe Price Blue Chip Growth ETF shares in Q1 2026, an estimated $214K.
Cornerstone Advisory first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2020 and held it in 12 quarters.
Cornerstone Advisory's T. Rowe Price Blue Chip Growth ETF position peaked at $1.91M in Q4 2021.
176 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q1 2026.

Based on Cornerstone Advisory's 13F filing for Q1 2026, filed 4 May 2026.