Insight Advisors
TROW icon

Insight Advisors’s T. Rowe Price TROW Stock Holding History

Insight 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
2026
Q3 		$1.68M Sell
16,166
-15
-0.1% -$1.68K 0.3% 45
2026
Q2 		$1.84M Sell
16,181
-171
-1% -$17.5K 0.32% 43
2026
Q1 		$1.47M Buy
+16,352
New +$1.58M 0.28% 50

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Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Insight Advisors's TROW Position: Q3 2026 in Review

Insight Advisors reduced its T. Rowe Price (TROW) stake by 0.09% in Q3 2026, selling an estimated $1.68K and leaving 16,166 shares worth $1.68M. The position accounts for 0.3% of the portfolio, ranked #45.

Insight Advisors first reported a position in TROW in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.84M in Q2 2026. 304 funds tracked by Wall St. Rank hold TROW as of Q3 2026.

  • Insight Advisors held 16,166 shares of T. Rowe Price worth $1.68M as of Q3 2026.
  • Insight Advisors sold 15 T. Rowe Price shares in Q3 2026, an estimated $1.68K.
  • T. Rowe Price made up 0.3% of Insight Advisors's portfolio in Q3 2026, its #45 holding.
  • Insight Advisors first reported a position in T. Rowe Price in Q1 2026 and has held it in 3 quarters since.
  • Insight Advisors's T. Rowe Price position peaked at $1.84M in Q2 2026.
  • 304 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.