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

Empirical 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
2026 Q2	$271K	Buy	+2,385	New	+$244K	﹤0.01%	895
2022 Q2	–	Sell	-8,686	Closed	-$1.31M	–	530
2022 Q1	$1.31M	Buy	8,686 +2,035	+31%	+$314K	0.07%	178
2021 Q4	$1.31M	Buy	6,651 +2,051	+45%	+$417K	0.07%	174
2021 Q3	$905K	Buy	4,600 +946	+26%	+$199K	0.05%	211
2021 Q2	$723K	Buy	3,654 +398	+12%	+$74.4K	0.04%	232
2021 Q1	$559K	Sell	3,256 -730	-18%	-$120K	0.04%	235
2020 Q4	$603K	Buy	3,986 +546	+16%	+$78.1K	0.05%	222
2020 Q3	$441K	Sell	3,440 -600	-15%	-$79.3K	0.04%	231
2020 Q2	$499K	Buy	4,040 +742	+22%	+$84.6K	0.05%	209
2020 Q1	$322K	Buy	3,298 +958	+41%	+$117K	0.04%	244
2019 Q4	$285K	Buy	+2,340	New	+$276K	0.03%	267

Other funds holding TROW

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $416M AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Empirical Wealth Management's TROW Position: Q2 2026 in Review

Empirical Wealth Management opened a new position in T. Rowe Price (TROW) in Q2 2026: 2,385 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #895 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in TROW as recently as Q1 2022.

Empirical Wealth Management first reported a position in TROW in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.31M in Q1 2022. 305 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

Empirical Wealth Management held 2,385 shares of T. Rowe Price worth $271K as of Q2 2026.
T. Rowe Price was a new Empirical Wealth Management position in Q2 2026.
T. Rowe Price made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #895 holding.
Empirical Wealth Management first reported a position in T. Rowe Price in Q4 2019 and has held it in 11 quarters since.
Empirical Wealth Management's T. Rowe Price position peaked at $1.31M in Q1 2022.
305 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.