EFS
TCHP icon

Essex Financial Services’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Essex Financial Services’s Portfolio TCHP Stock Details TCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.85M Buy
56,890
+1,254
+2% +$62.6K 0.14% 148
2026
Q1 		$2.46M Buy
55,636
+4,670
+9% +$221K 0.14% 152
2025
Q4 		$2.54M Sell
50,966
-593
-1% -$29.3K 0.14% 143
2025
Q3 		$2.52M Buy
51,559
+14,750
+40% +$694K 0.15% 136
2025
Q2 		$1.67M Buy
36,809
+10,315
+39% +$419K 0.11% 172
2025
Q1 		$1.01M Buy
26,494
+19,539
+281% +$813K 0.07% 228
2024
Q4 		$293K Buy
+6,955
New +$289K 0.02% 496

Other funds holding TCHP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 22.63% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return
TCOK
Trust Company of Kansas Wichita, Kansas $195M AUM 27.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Essex Financial Services's TCHP Position: Q2 2026 in Review

Essex Financial Services increased its T. Rowe Price Blue Chip Growth ETF (TCHP) stake by 2.3% in Q2 2026, buying an estimated $62.6K and bringing the position to 56,890 shares worth $2.85M. The position accounts for 0.14% of the portfolio, ranked #148.

Essex Financial Services first reported a position in TCHP in Q4 2024 and has held it in 7 quarters since. 131 funds tracked by Wall St. Rank hold TCHP as of Q2 2026.

  • Essex Financial Services held 56,890 shares of T. Rowe Price Blue Chip Growth ETF worth $2.85M as of Q2 2026.
  • Essex Financial Services bought 1,254 T. Rowe Price Blue Chip Growth ETF shares in Q2 2026, an estimated $62.6K.
  • T. Rowe Price Blue Chip Growth ETF made up 0.14% of Essex Financial Services's portfolio in Q2 2026, its #148 holding.
  • Essex Financial Services first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 131 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.