Elevation Wealth Partners’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
2026
Q3
$28.4K Buy
273
+173
+173% +$19.4K 0.01% 562
2026
Q2
$11.4K Buy
+100
New +$10.2K ﹤0.01% 775
2026
Q1
– Sell
-12
Closed -$1.23K – 1139
2025
Q4
$1.23K Buy
12
+7
+140% +$722 ﹤0.01% 843
2025
Q3
$514 Buy
+5
New +$525 ﹤0.01% 810

Other funds holding TROW

Elevation Wealth Partners's TROW Position: Q3 2026 in Review

Elevation Wealth Partners increased its T. Rowe Price (TROW) stake by 173% in Q3 2026, buying an estimated $19.4K and bringing the position to 273 shares worth $28.4K. The position accounts for 0.01% of the portfolio, ranked #562.

Elevation Wealth Partners first reported a position in TROW in Q3 2025 and has held it in 4 quarters since. 567 funds tracked by Wall St. Rank hold TROW as of Q3 2026.

  • Elevation Wealth Partners held 273 shares of T. Rowe Price worth $28.4K as of Q3 2026.
  • Elevation Wealth Partners bought 173 T. Rowe Price shares in Q3 2026, an estimated $19.4K.
  • T. Rowe Price made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #562 holding.
  • Elevation Wealth Partners first reported a position in T. Rowe Price in Q3 2025 and has held it in 4 quarters since.
  • 567 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.