EWA
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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
Q2 		$136K Sell
1,195
-798
-40% -$81.6K ﹤0.01% 1221
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EverSource Wealth Advisors's TROW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its T. Rowe Price (TROW) stake by 40% in Q2 2026, selling an estimated $81.6K and leaving 1,195 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

EverSource Wealth Advisors first reported a position in TROW in Q4 2021 and has held it in 19 quarters since. The position peaked at $180K in Q1 2026. 1,169 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • EverSource Wealth Advisors held 1,195 shares of T. Rowe Price worth $136K as of Q2 2026.
  • EverSource Wealth Advisors sold 798 T. Rowe Price shares in Q2 2026, an estimated $81.6K.
  • T. Rowe Price made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1221 holding.
  • EverSource Wealth Advisors first reported a position in T. Rowe Price in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's T. Rowe Price position peaked at $180K in Q1 2026.
  • 1,169 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.