GSEP
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Golden State Equity Partners’s T. Rowe Price TROW Stock Holding History

Golden State Equity Partners’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 		$54.7K Buy
+607
New +$58.8K ﹤0.01% 879
2022
Q1 		– Sell
-1,652
Closed -$325K – 222
2021
Q4 		$325K Buy
+1,652
New +$336K 0.16% 115

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VCM
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Golden State Equity Partners's TROW Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in T. Rowe Price (TROW) in Q1 2026: 607 shares worth $54.7K. The stake represents ﹤0.01% of the portfolio and ranks #879 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in TROW as recently as Q4 2021.

Golden State Equity Partners first reported a position in TROW in Q4 2021 and has held it in 2 quarters since. The position peaked at $325K in Q4 2021. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

  • Golden State Equity Partners held 607 shares of T. Rowe Price worth $54.7K as of Q1 2026.
  • T. Rowe Price was a new Golden State Equity Partners position in Q1 2026.
  • T. Rowe Price made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #879 holding.
  • Golden State Equity Partners first reported a position in T. Rowe Price in Q4 2021 and has held it in 2 quarters since.
  • Golden State Equity Partners's T. Rowe Price position peaked at $325K in Q4 2021.
  • 1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.