HHGA
TROW icon

Halbert Hargrove Global Advisors’s T. Rowe Price TROW Stock Holding History

Halbert Hargrove Global Advisors’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
Q4 		– Sell
-7
Closed -$719 – 712
2025
Q3 		$719 Buy
+7
New +$736 ﹤0.01% 682

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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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Halbert Hargrove Global Advisors's TROW Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of T. Rowe Price (TROW) in Q4 2025, closing a stake of 7 shares — an estimated $719 sold.

Halbert Hargrove Global Advisors first reported a position in TROW in Q3 2025 and held it in 1 quarter. The position peaked at $719 in Q3 2025. 1,126 funds tracked by Wall St. Rank hold TROW as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining T. Rowe Price position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 7 T. Rowe Price shares in Q4 2025, an estimated $719.
  • Halbert Hargrove Global Advisors first reported a position in T. Rowe Price in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's T. Rowe Price position peaked at $719 in Q3 2025.
  • 1,126 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.