Heck Capital Advisors’s T. Rowe Price TROW Stock Holding History

Heck Capital 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 Q1	–	Sell	-25	Closed	-$2.83K	–	737
2024 Q4	$2.83K	Buy	+25	New	+$2.9K	﹤0.01%	613

Other funds holding TROW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Heck Capital Advisors's TROW Position: Q1 2025 in Review

Heck Capital Advisors sold out of T. Rowe Price (TROW) in Q1 2025, closing a stake of 25 shares — an estimated $2.83K sold.

Heck Capital Advisors first reported a position in TROW in Q4 2024 and held it in 1 quarter. The position peaked at $2.83K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold TROW as of Q1 2025.

Heck Capital Advisors reported no remaining T. Rowe Price position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 25 T. Rowe Price shares in Q1 2025, an estimated $2.83K.
Heck Capital Advisors first reported a position in T. Rowe Price in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's T. Rowe Price position peaked at $2.83K in Q4 2024.
1,085 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.