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

Crowley 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 		– Sell
-18
Closed -$1.65K – 413
2025
Q1 		$1.65K Buy
18
+9
+100% +$951 ﹤0.01% 373
2024
Q4 		$1.02K Buy
+9
New +$1.04K ﹤0.01% 398

Other funds holding TROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Crowley Wealth Management sold out of T. Rowe Price (TROW) in Q2 2025, closing a stake of 18 shares — an estimated $1.65K sold.

Crowley Wealth Management first reported a position in TROW in Q4 2024 and held it in 2 quarters. The position peaked at $1.65K in Q1 2025. 1,074 funds tracked by Wall St. Rank hold TROW as of Q2 2025.

  • Crowley Wealth Management reported no remaining T. Rowe Price position as of Q2 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 18 T. Rowe Price shares in Q2 2025, an estimated $1.65K.
  • Crowley Wealth Management first reported a position in T. Rowe Price in Q4 2024 and held it in 2 quarters.
  • Crowley Wealth Management's T. Rowe Price position peaked at $1.65K in Q1 2025.
  • 1,074 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2025.

Based on Crowley Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.