HHM Wealth Advisors’s T. Rowe Price TROW Stock Holding History

HHM Wealth 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	-7	Closed	-$792	–	1037
2024 Q4	$792	Buy	+7	New	+$811	﹤0.01%	878
2022 Q3	–	Sell	-289	Closed	-$33K	–	807
2022 Q2	$33K	Hold	289	–	–	0.01%	339
2022 Q1	$44K	Hold	289	–	–	0.01%	330
2021 Q4	$57K	Hold	289	–	–	0.01%	290
2021 Q3	$57K	Hold	289	–	–	0.02%	283
2021 Q2	$57K	Hold	289	–	–	0.02%	283
2021 Q1	$50K	Hold	289	–	–	0.02%	277
2020 Q4	$44K	Hold	289	–	–	0.02%	277
2020 Q3	$37K	Hold	289	–	–	0.01%	254
2020 Q2	$36K	Hold	289	–	–	0.02%	254
2020 Q1	$28K	Buy	+289	New	+$35.4K	0.01%	267

Other funds holding TROW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.78B AUM 23.38% 1-Year Est. Return

HHM Wealth Advisors's TROW Position: Q1 2025 in Review

HHM Wealth Advisors sold out of T. Rowe Price (TROW) in Q1 2025, closing a stake of 7 shares — an estimated $792 sold.

HHM Wealth Advisors first reported a position in TROW in Q1 2020 and held it in 11 quarters. The position peaked at $57K in Q4 2021. 1,084 funds tracked by Wall St. Rank hold TROW as of Q1 2025.

HHM Wealth Advisors reported no remaining T. Rowe Price position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 7 T. Rowe Price shares in Q1 2025, an estimated $792.
HHM Wealth Advisors first reported a position in T. Rowe Price in Q1 2020 and held it in 11 quarters.
HHM Wealth Advisors's T. Rowe Price position peaked at $57K in Q4 2021.
1,084 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.