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Crestwood Advisors Group’s T. Rowe Price TROW Stock Holding History

Crestwood Advisors Group’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
2026
Q2 		$707K Buy
6,215
+1,677
+37% +$172K 0.01% 384
2026
Q1 		$409K Buy
4,538
+348
+8% +$33.7K 0.01% 479
2025
Q4 		$429K Buy
4,190
+1,209
+41% +$125K 0.01% 428
2025
Q3 		$306K Buy
2,981
+715
+32% +$75.1K 0.01% 464
2025
Q2 		$219K Buy
+2,266
New +$208K ﹤0.01% 505

Other funds holding TROW

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Crestwood Advisors Group's TROW Position: Q2 2026 in Review

Crestwood Advisors Group increased its T. Rowe Price (TROW) stake by 37% in Q2 2026, buying an estimated $172K and bringing the position to 6,215 shares worth $707K. The position accounts for 0.01% of the portfolio, ranked #384.

Crestwood Advisors Group first reported a position in TROW in Q2 2025 and has held it in 5 quarters since. 1,159 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Crestwood Advisors Group held 6,215 shares of T. Rowe Price worth $707K as of Q2 2026.
  • Crestwood Advisors Group bought 1,677 T. Rowe Price shares in Q2 2026, an estimated $172K.
  • T. Rowe Price made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #384 holding.
  • Crestwood Advisors Group first reported a position in T. Rowe Price in Q2 2025 and has held it in 5 quarters since.
  • 1,159 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.