KI
TROW icon

Kapitalo Investimentos’s T. Rowe Price TROW Stock Holding History

Kapitalo Investimentos’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
-1,023
Closed -$116K – 304
2024
Q4 		$116K Buy
+1,023
New +$118K 0.08% 144
2024
Q1 		– Sell
-1,179
Closed -$127K – 542
2023
Q4 		$127K Buy
1,179
+175
+17% +$17.4K 0.03% 355
2023
Q3 		$105K Buy
+1,004
New +$113K 0.01% 392

Other funds holding TROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
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

Kapitalo Investimentos's TROW Position: Q1 2025 in Review

Kapitalo Investimentos sold out of T. Rowe Price (TROW) in Q1 2025, closing a stake of 1,023 shares — an estimated $116K sold.

Kapitalo Investimentos first reported a position in TROW in Q3 2023 and held it in 3 quarters. The position peaked at $127K in Q4 2023. 1,084 funds tracked by Wall St. Rank hold TROW as of Q1 2025.

  • Kapitalo Investimentos reported no remaining T. Rowe Price position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,023 T. Rowe Price shares in Q1 2025, an estimated $116K.
  • Kapitalo Investimentos first reported a position in T. Rowe Price in Q3 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's T. Rowe Price position peaked at $127K in Q4 2023.
  • 1,084 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.