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Guardian Wealth Advisors (Minnesota)’s T. Rowe Price TROW Stock Holding History

Guardian Wealth Advisors (Minnesota)’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
2025
Q3 		– Sell
-4,619
Closed -$446K – 79
2025
Q2 		$446K Sell
4,619
-909
-16% -$83.5K 0.26% 42
2025
Q1 		$508K Sell
5,528
-841
-13% -$88.9K 0.33% 37
2024
Q4 		$720K Buy
6,369
+75
+1% +$8.69K 0.46% 30
2024
Q3 		$686K Buy
6,294
+270
+4% +$29.6K 0.42% 34
2024
Q2 		$695K Sell
6,024
-76
-1% -$8.74K 0.45% 31
2024
Q1 		$744K Buy
6,100
+144
+2% +$16.1K 0.48% 31
2023
Q4 		$641K Buy
5,956
+148
+3% +$14.7K 0.45% 31
2023
Q3 		$609K Buy
5,808
+16
+0.3% +$1.8K 0.47% 28
2023
Q2 		$649K Buy
5,792
+139
+2% +$15.2K 0.48% 32
2023
Q1 		$638K Buy
5,653
+439
+8% +$50.2K 0.5% 31
2022
Q4 		$569K Buy
5,214
+821
+19% +$92.9K 0.5% 29
2022
Q3 		$461K Buy
4,393
+301
+7% +$35.9K 0.45% 38
2022
Q2 		$465K Buy
4,092
+710
+21% +$90.2K 0.43% 38
2022
Q1 		$511K Buy
3,382
+242
+8% +$37.4K 0.42% 42
2021
Q4 		$618K Buy
3,140
+288
+10% +$58.5K 0.5% 31
2021
Q3 		$561K Buy
2,852
+18
+0.6% +$3.79K 0.5% 33
2021
Q2 		$561K Sell
2,834
-33
-1% -$6.17K 0.49% 38
2021
Q1 		$492K Sell
2,867
-192
-6% -$31.5K 0.46% 42
2020
Q4 		$463K Buy
+3,059
New +$438K 0.46% 38

Other funds holding TROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s TROW Position: Q3 2025 in Review

Guardian Wealth Advisors (Minnesota) sold out of T. Rowe Price (TROW) in Q3 2025, closing a stake of 4,619 shares — an estimated $446K sold.

Guardian Wealth Advisors (Minnesota) first reported a position in TROW in Q4 2020 and held it in 19 quarters. The position peaked at $744K in Q1 2024. 1,079 funds tracked by Wall St. Rank hold TROW as of Q3 2025.

  • Guardian Wealth Advisors (Minnesota) reported no remaining T. Rowe Price position as of Q3 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (Minnesota) sold 4,619 T. Rowe Price shares in Q3 2025, an estimated $446K.
  • Guardian Wealth Advisors (Minnesota) first reported a position in T. Rowe Price in Q4 2020 and held it in 19 quarters.
  • Guardian Wealth Advisors (Minnesota)'s T. Rowe Price position peaked at $744K in Q1 2024.
  • 1,079 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2025.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q3 2025, filed 30 Oct 2025.