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Goldstone Financial Group’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Goldstone Financial Group’s Portfolio TCHP Stock Details TCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$507K Sell
10,119
-504
-5% -$25.2K 0.05% 175
2026
Q1 		$469K Sell
10,623
-1,571
-13% -$74.3K 0.05% 170
2025
Q4 		$608K Sell
12,194
-461
-4% -$22.8K 0.07% 151
2025
Q3 		$619K Sell
12,655
-1,081
-8% -$50.9K 0.07% 151
2025
Q2 		$627K Sell
13,736
-132
-1% -$5.37K 0.08% 141
2025
Q1 		$528K Sell
13,868
-15,334
-53% -$638K 0.08% 131
2024
Q4 		$1.23M Sell
29,202
-1,731
-6% -$71.9K 0.19% 77
2024
Q3 		$1.23M Sell
30,933
-2,969
-9% -$114K 0.21% 74
2024
Q2 		$1.31M Sell
33,902
-8,186
-19% -$296K 0.26% 67
2024
Q1 		$1.49M Sell
42,088
-2,491
-6% -$83.3K 0.34% 53
2023
Q4 		$1.38M Sell
44,579
-5,845
-12% -$169K 0.36% 53
2023
Q3 		$1.37M Buy
50,424
+745
+1% +$20.9K 0.41% 48
2023
Q2 		$1.39M Buy
+49,679
New +$1.27M 0.41% 46

Other funds holding TCHP

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return

Goldstone Financial Group's TCHP Position: Q2 2026 in Review

Goldstone Financial Group reduced its T. Rowe Price Blue Chip Growth ETF (TCHP) stake by 4.7% in Q2 2026, selling an estimated $25.2K and leaving 10,119 shares worth $507K. The position accounts for 0.05% of the portfolio, ranked #175.

Goldstone Financial Group first reported a position in TCHP in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.49M in Q1 2024. 185 funds tracked by Wall St. Rank hold TCHP as of Q2 2026.

  • Goldstone Financial Group held 10,119 shares of T. Rowe Price Blue Chip Growth ETF worth $507K as of Q2 2026.
  • Goldstone Financial Group sold 504 T. Rowe Price Blue Chip Growth ETF shares in Q2 2026, an estimated $25.2K.
  • T. Rowe Price Blue Chip Growth ETF made up 0.05% of Goldstone Financial Group's portfolio in Q2 2026, its #175 holding.
  • Goldstone Financial Group first reported a position in T. Rowe Price Blue Chip Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • Goldstone Financial Group's T. Rowe Price Blue Chip Growth ETF position peaked at $1.49M in Q1 2024.
  • 185 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.