FFWM
TROW icon

Future Financial Wealth Management’s T. Rowe Price TROW Stock Holding History

Future Financial Wealth Management’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
2025
Q4 		– Sell
-138
Closed -$14.2K – 412
2025
Q3 		$14.2K Buy
138
+1
+0.7% +$105 0.01% 360
2025
Q2 		$13.2K Buy
137
+1
+0.7% +$92 0.01% 354
2025
Q1 		$12.5K Buy
136
+1
+0.7% +$106 0.01% 353
2024
Q4 		$15.3K Hold
135
– – 0.01% 344
2024
Q3 		$14.7K Buy
+135
New +$14.8K 0.01% 360
2024
Q2 		– Sell
-135
Closed -$16.5K – 440
2024
Q1 		$16.5K Buy
+135
New +$15.1K 0.01% 365
2022
Q2 		– Sell
-635
Closed -$96K – 451
2022
Q1 		$96K Buy
635
+100
+19% +$15.4K 0.08% 186
2021
Q4 		$104K Buy
+535
New +$109K 0.08% 187

Other funds holding TROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Future Financial Wealth Management's TROW Position: Q4 2025 in Review

Future Financial Wealth Management sold out of T. Rowe Price (TROW) in Q4 2025, closing a stake of 138 shares — an estimated $14.2K sold.

Future Financial Wealth Management first reported a position in TROW in Q4 2021 and held it in 8 quarters. The position peaked at $104K in Q4 2021. 1,126 funds tracked by Wall St. Rank hold TROW as of Q4 2025.

  • Future Financial Wealth Management reported no remaining T. Rowe Price position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 138 T. Rowe Price shares in Q4 2025, an estimated $14.2K.
  • Future Financial Wealth Management first reported a position in T. Rowe Price in Q4 2021 and held it in 8 quarters.
  • Future Financial Wealth Management's T. Rowe Price position peaked at $104K in Q4 2021.
  • 1,126 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.