Iron Horse Wealth Management’s T. Rowe Price TROW Stock Holding History

Iron Horse Wealth Management’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 Q2	$22.3K	Hold	231	–	–	0.01%	202
2025 Q1	$21.2K	Sell	231 -110	-32%	-$11.6K	0.01%	197
2024 Q4	$38.6K	Buy	341 +110	+48%	+$12.7K	0.01%	137
2024 Q3	$25.2K	Buy	231 +110	+91%	+$12.1K	0.01%	154
2024 Q2	$14K	Hold	121	–	–	0.01%	191
2024 Q1	$14.8K	Buy	121 +110	+1,000%	+$12.3K	0.01%	166
2023 Q4	$1.19K	Hold	11	–	–	﹤0.01%	409
2023 Q3	$1.15K	Buy	+11	New	+$1.24K	﹤0.01%	415
2022 Q3	–	Sell	-20	Closed	-$2K	–	271
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	204
2022 Q1	$3K	Buy	+20	New	+$3.09K	﹤0.01%	186

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Iron Horse Wealth Management's TROW Position: Q2 2025 in Review

Iron Horse Wealth Management held its T. Rowe Price (TROW) position steady in Q2 2025 at 231 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #202.

Iron Horse Wealth Management first reported a position in TROW in Q1 2022 and has held it in 10 quarters since. The position peaked at $38.6K in Q4 2024. 1,074 funds tracked by Wall St. Rank hold TROW as of Q2 2025.

Iron Horse Wealth Management held 231 shares of T. Rowe Price worth $22.3K as of Q2 2025.
Iron Horse Wealth Management left its T. Rowe Price share count unchanged in Q2 2025.
T. Rowe Price made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #202 holding.
Iron Horse Wealth Management first reported a position in T. Rowe Price in Q1 2022 and has held it in 10 quarters since.
Iron Horse Wealth Management's T. Rowe Price position peaked at $38.6K in Q4 2024.
1,074 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.