Creative Planning’s T. Rowe Price TROW Stock Holding History

Creative Planning’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
2023 Q1	–	Sell	-500	Closed	-$3.6K	–	2778
2022 Q4	$3.6K	Buy	+500	New	+$56.6K	﹤0.01%	2400

Other funds holding TROW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's TROW Position: Q1 2026 in Review

Creative Planning increased its T. Rowe Price (TROW) stake by 310% in Q1 2026, buying an estimated $7.17M and bringing the position to 97,884 shares worth $8.82M. The position accounts for 0.01% of the portfolio, ranked #777.

Creative Planning first reported a position in TROW in Q2 2013 and has held it in 51 quarters since. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

Creative Planning held 97,884 shares of T. Rowe Price worth $8.82M as of Q1 2026.
Creative Planning bought 74,017 T. Rowe Price shares in Q1 2026, an estimated $7.17M.
T. Rowe Price made up 0.01% of Creative Planning's portfolio in Q1 2026, its #777 holding.
Creative Planning first reported a position in T. Rowe Price in Q2 2013 and has held it in 51 quarters since.
1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.