EWA
TROW icon

EverSource Wealth Advisors’s T. Rowe Price TROW Stock Holding History

EverSource Wealth Advisors’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
Q1 		$180K Buy
1,993
+319
+19% +$30.9K 0.01% 1115
2025
Q4 		$171K Buy
1,674
+219
+15% +$22.6K 0.01% 1023
2025
Q3 		$149K Sell
1,455
-91
-6% -$9.56K 0.01% 1063
2025
Q2 		$149K Buy
1,546
+478
+45% +$43.9K 0.01% 1000
2025
Q1 		$98.1K Sell
1,068
-479
-31% -$50.6K 0.01% 921
2024
Q4 		$175K Buy
1,547
+1,145
+285% +$133K 0.01% 703
2024
Q3 		$43.8K Sell
402
-28
-7% -$3.07K ﹤0.01% 1124
2024
Q2 		$49.1K Buy
430
+99
+30% +$11.4K ﹤0.01% 1100
2024
Q1 		$36.3K Buy
331
+160
+94% +$17.9K ﹤0.01% 1108
2023
Q4 		$18.4K Buy
171
+78
+84% +$7.77K ﹤0.01% 1272
2023
Q3 		$9.75K Sell
93
-4
-4% -$451 ﹤0.01% 1429
2023
Q2 		$10.9K Sell
97
-106
-52% -$11.6K ﹤0.01% 1399
2023
Q1 		$22.9K Sell
203
-211
-51% -$24.1K ﹤0.01% 1031
2022
Q4 		$45.1K Sell
414
-319
-44% -$36.1K 0.01% 796
2022
Q3 		$77K Sell
733
-186
-20% -$22.2K 0.02% 512
2022
Q2 		$105K Buy
919
+789
+607% +$100K 0.03% 364
2022
Q1 		$20K Buy
130
+74
+132% +$11.4K 0.01% 706
2021
Q4 		$11K Buy
+56
New +$11.4K ﹤0.01% 940

Other funds holding TROW

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EverSource Wealth Advisors's TROW Position: Q1 2026 in Review

EverSource Wealth Advisors increased its T. Rowe Price (TROW) stake by 19% in Q1 2026, buying an estimated $30.9K and bringing the position to 1,993 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #1115.

EverSource Wealth Advisors first reported a position in TROW in Q4 2021 and has held it in 18 quarters since. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

  • EverSource Wealth Advisors held 1,993 shares of T. Rowe Price worth $180K as of Q1 2026.
  • EverSource Wealth Advisors bought 319 T. Rowe Price shares in Q1 2026, an estimated $30.9K.
  • T. Rowe Price made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1115 holding.
  • EverSource Wealth Advisors first reported a position in T. Rowe Price in Q4 2021 and has held it in 18 quarters since.
  • 1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.