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

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

Creative Planning's TROW Position: Q2 2026 in Review

Creative Planning increased its T. Rowe Price (TROW) stake by 330% in Q2 2026, buying an estimated $33M and bringing the position to 420,488 shares worth $47.8M. The position accounts for 0.03% of the portfolio, ranked #255.

Creative Planning first reported a position in TROW in Q2 2013 and has held it in 52 quarters since. 1,164 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Creative Planning held 420,488 shares of T. Rowe Price worth $47.8M as of Q2 2026.
  • Creative Planning bought 322,604 T. Rowe Price shares in Q2 2026, an estimated $33M.
  • T. Rowe Price made up 0.03% of Creative Planning's portfolio in Q2 2026, its #255 holding.
  • Creative Planning first reported a position in T. Rowe Price in Q2 2013 and has held it in 52 quarters since.
  • 1,164 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.