GWSA
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Global Wealth Strategies & Associates’s T. Rowe Price TROW Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-12
Closed -$1.23K – 600
2025
Q4 		$1.23K Buy
+12
New +$1.24K ﹤0.01% 466

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Vanguard Portfolio Management
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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

Global Wealth Strategies & Associates's TROW Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of T. Rowe Price (TROW) in Q1 2026, closing a stake of 12 shares — an estimated $1.23K sold.

Global Wealth Strategies & Associates first reported a position in TROW in Q4 2025 and held it in 1 quarter. The position peaked at $1.23K in Q4 2025. 1,093 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

  • Global Wealth Strategies & Associates reported no remaining T. Rowe Price position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 12 T. Rowe Price shares in Q1 2026, an estimated $1.23K.
  • Global Wealth Strategies & Associates first reported a position in T. Rowe Price in Q4 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's T. Rowe Price position peaked at $1.23K in Q4 2025.
  • 1,093 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.