EW
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Evoke Wealth’s T. Rowe Price TROW Stock Holding History

Evoke Wealth’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 		– Sell
-2,392
Closed -$216K – 580
2026
Q1 		$216K Sell
2,392
-1,151
-32% -$112K ﹤0.01% 642
2025
Q4 		$363K Buy
3,543
+506
+17% +$52.2K 0.01% 471
2025
Q3 		$312K Buy
3,037
+67
+2% +$7.04K 0.01% 492
2025
Q2 		$287K Sell
2,970
-60
-2% -$5.51K 0.01% 461
2025
Q1 		$278K Sell
3,030
-197
-6% -$20.8K 0.01% 369
2024
Q4 		$365K Sell
3,227
-17
-0.5% -$1.97K 0.01% 311
2024
Q3 		$353K Buy
+3,244
New +$356K 0.01% 311
2024
Q2 		– Sell
-3,232
Closed -$394K – 356
2024
Q1 		$394K Buy
+3,232
New +$361K 0.01% 295
2023
Q4 		– Sell
-3,296
Closed -$346K – 323
2023
Q3 		$346K Buy
3,296
+70
+2% +$7.88K 0.01% 275
2023
Q2 		$361K Hold
3,226
– – 0.01% 256
2023
Q1 		$364K Buy
3,226
+33
+1% +$3.77K 0.01% 250
2022
Q4 		$348K Sell
3,193
-260
-8% -$29.4K 0.01% 260
2022
Q3 		$363K Buy
3,453
+24
+0.7% +$2.86K 0.01% 243
2022
Q2 		$390K Sell
3,429
-43
-1% -$5.47K 0.01% 246
2022
Q1 		$525K Buy
3,472
+98
+3% +$15.1K 0.02% 229
2021
Q4 		$663K Sell
3,374
-138
-4% -$28K 0.02% 218
2021
Q3 		$690K Sell
3,512
-173
-5% -$36.4K 0.03% 200
2021
Q2 		$730K Sell
3,685
-3
-0.1% -$561 0.03% 204
2021
Q1 		$633K Hold
3,688
– – 0.03% 194
2020
Q4 		$558K Hold
3,688
– – 0.04% 142
2020
Q3 		$473K Hold
3,688
– – 0.04% 138
2020
Q2 		$455K Sell
3,688
-2
-0.1% -$228 0.04% 121
2020
Q1 		$360K Sell
3,690
-246
-6% -$30.1K 0.05% 123
2019
Q4 		$480K Sell
3,936
-400
-9% -$47.2K 0.06% 125
2019
Q3 		$495K Buy
+4,336
New +$483K 0.06% 148

Other funds holding TROW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Evoke Wealth's TROW Position: Q2 2026 in Review

Evoke Wealth sold out of T. Rowe Price (TROW) in Q2 2026, closing a stake of 2,392 shares — an estimated $216K sold.

Evoke Wealth first reported a position in TROW in Q3 2019 and held it in 25 quarters. The position peaked at $730K in Q2 2021. 1,164 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Evoke Wealth reported no remaining T. Rowe Price position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,392 T. Rowe Price shares in Q2 2026, an estimated $216K.
  • Evoke Wealth first reported a position in T. Rowe Price in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's T. Rowe Price position peaked at $730K in Q2 2021.
  • 1,164 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.