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Investor's Fiduciary Advisor Network’s T. Rowe Price TROW Stock Holding History

Investor's Fiduciary Advisor Network’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
Q2 		$213K Sell
1,882
-685
-27% -$70.1K 0.07% 207
2026
Q1 		$231K Sell
2,567
-400
-13% -$38.8K 0.07% 243
2025
Q4 		$303K Hold
2,967
– – 0.07% 233
2025
Q3 		$304K Buy
+2,967
New +$312K 0.1% 196

Other funds holding TROW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Investor's Fiduciary Advisor Network's TROW Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its T. Rowe Price (TROW) stake by 27% in Q2 2026, selling an estimated $70.1K and leaving 1,882 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #207.

Investor's Fiduciary Advisor Network first reported a position in TROW in Q3 2025 and has held it in 4 quarters since. The position peaked at $304K in Q3 2025. 1,159 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Investor's Fiduciary Advisor Network held 1,882 shares of T. Rowe Price worth $213K as of Q2 2026.
  • Investor's Fiduciary Advisor Network sold 685 T. Rowe Price shares in Q2 2026, an estimated $70.1K.
  • T. Rowe Price made up 0.07% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #207 holding.
  • Investor's Fiduciary Advisor Network first reported a position in T. Rowe Price in Q3 2025 and has held it in 4 quarters since.
  • Investor's Fiduciary Advisor Network's T. Rowe Price position peaked at $304K in Q3 2025.
  • 1,159 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.