FDW
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Fourth Dimension Wealth’s T. Rowe Price TROW Stock Holding History

Fourth Dimension 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
-140
Closed -$12.6K – 707
2026
Q1 		$12.6K Hold
140
– – ﹤0.01% 385
2025
Q4 		$14.3K Hold
140
– – 0.01% 376
2025
Q3 		$14.4K Hold
140
– – 0.01% 373
2025
Q2 		$13.5K Hold
140
– – 0.01% 379
2025
Q1 		$12.9K Hold
140
– – 0.01% 379
2024
Q4 		$15.8K Buy
+140
New +$16.2K 0.01% 349

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

Fourth Dimension Wealth's TROW Position: Q2 2026 in Review

Fourth Dimension Wealth sold out of T. Rowe Price (TROW) in Q2 2026, closing a stake of 140 shares — an estimated $12.6K sold.

Fourth Dimension Wealth first reported a position in TROW in Q4 2024 and held it in 6 quarters. The position peaked at $15.8K in Q4 2024. 1,164 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Fourth Dimension Wealth reported no remaining T. Rowe Price position as of Q2 2026 after selling out during the quarter.
  • Fourth Dimension Wealth sold 140 T. Rowe Price shares in Q2 2026, an estimated $12.6K.
  • Fourth Dimension Wealth first reported a position in T. Rowe Price in Q4 2024 and held it in 6 quarters.
  • Fourth Dimension Wealth's T. Rowe Price position peaked at $15.8K in Q4 2024.
  • 1,164 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.