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
Q2 		– Sell
-607
Closed -$54.7K – 1629
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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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
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

Golden State Equity Partners's TROW Position: Q2 2026 in Review

Golden State Equity Partners sold out of T. Rowe Price (TROW) in Q2 2026, closing a stake of 607 shares — an estimated $54.7K sold.

Golden State Equity Partners first reported a position in TROW in Q4 2021 and held it in 2 quarters. The position peaked at $325K in Q4 2021. 1,164 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Golden State Equity Partners reported no remaining T. Rowe Price position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 607 T. Rowe Price shares in Q2 2026, an estimated $54.7K.
  • Golden State Equity Partners first reported a position in T. Rowe Price in Q4 2021 and held it in 2 quarters.
  • Golden State Equity Partners's T. Rowe Price position peaked at $325K in Q4 2021.
  • 1,164 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.