Golden State Wealth Management’s T. Rowe Price TROW Stock Holding History

Golden State 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
2026 Q2	$7.96K	Sell	70 -1	-1%	-$102	﹤0.01%	1164
2026 Q1	$6.4K	Sell	71 -220	-76%	-$21.3K	﹤0.01%	1176
2025 Q4	$29.9K	Buy	291 +113	+63%	+$11.7K	﹤0.01%	822
2025 Q3	$18.3K	Buy	178 +72	+68%	+$7.57K	﹤0.01%	934
2025 Q2	$10.3K	Buy	+106	New	+$9.73K	﹤0.01%	1073
2020 Q2	–	Sell	-102	Closed	-$10K	–	843
2020 Q1	$10K	Buy	+102	New	+$12.5K	﹤0.01%	630
2019 Q4	–	Sell	-102	Closed	-$12K	–	856
2019 Q3	$12K	Hold	102	–	–	﹤0.01%	719
2019 Q2	$11K	Sell	102 -175	-63%	-$18.4K	﹤0.01%	736
2019 Q1	$28K	Buy	+277	New	+$26.7K	0.01%	560

Other funds holding TROW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Golden State Wealth Management's TROW Position: Q2 2026 in Review

Golden State Wealth Management reduced its T. Rowe Price (TROW) stake by 1.4% in Q2 2026, selling an estimated $102 and leaving 70 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Golden State Wealth Management first reported a position in TROW in Q1 2019 and has held it in 9 quarters since. The position peaked at $29.9K in Q4 2025. 1,157 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

Golden State Wealth Management held 70 shares of T. Rowe Price worth $7.96K as of Q2 2026.
Golden State Wealth Management sold 1 T. Rowe Price share in Q2 2026, an estimated $102.
T. Rowe Price made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1164 holding.
Golden State Wealth Management first reported a position in T. Rowe Price in Q1 2019 and has held it in 9 quarters since.
Golden State Wealth Management's T. Rowe Price position peaked at $29.9K in Q4 2025.
1,157 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.