KWM
TROW icon

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

Kingsview 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
2026
Q1 		$344K Sell
3,815
-6,159
-62% -$597K ﹤0.01% 1024
2025
Q4 		$1.02M Buy
9,974
+6,651
+200% +$686K 0.01% 628
2025
Q3 		$341K Buy
3,323
+124
+4% +$13K 0.01% 917
2025
Q2 		$309K Sell
3,199
-37
-1% -$3.4K 0.01% 932
2025
Q1 		$297K Sell
3,236
-140
-4% -$14.8K 0.01% 895
2024
Q4 		$382K Buy
3,376
+3
+0.1% +$347 0.01% 821
2024
Q3 		$367K Sell
3,373
-294
-8% -$32.3K 0.01% 809
2024
Q2 		$423K Buy
3,667
+234
+7% +$26.9K 0.01% 739
2024
Q1 		$419K Sell
3,433
-38
-1% -$4.24K 0.01% 715
2023
Q4 		$374K Sell
3,471
-3,903
-53% -$389K 0.01% 708
2023
Q3 		$773K Buy
7,374
+4,131
+127% +$465K 0.03% 501
2023
Q2 		$363K Sell
3,243
-3,114
-49% -$341K 0.01% 686
2023
Q1 		$718K Buy
6,357
+3,193
+101% +$365K 0.03% 482
2022
Q4 		$345K Buy
3,164
+263
+9% +$29.8K 0.02% 615
2022
Q3 		$305K Buy
+2,901
New +$346K 0.01% 634
2021
Q1 		– Sell
-1,343
Closed -$203K – 933
2020
Q4 		$203K Sell
1,343
-2,187
-62% -$313K 0.01% 657
2020
Q3 		$453K Buy
+3,530
New +$467K 0.04% 383

Other funds holding TROW

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingsview Wealth Management's TROW Position: Q1 2026 in Review

Kingsview Wealth Management reduced its T. Rowe Price (TROW) stake by 62% in Q1 2026, selling an estimated $597K and leaving 3,815 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Kingsview Wealth Management first reported a position in TROW in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.02M in Q4 2025. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

  • Kingsview Wealth Management held 3,815 shares of T. Rowe Price worth $344K as of Q1 2026.
  • Kingsview Wealth Management sold 6,159 T. Rowe Price shares in Q1 2026, an estimated $597K.
  • T. Rowe Price made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1024 holding.
  • Kingsview Wealth Management first reported a position in T. Rowe Price in Q3 2020 and has held it in 17 quarters since.
  • Kingsview Wealth Management's T. Rowe Price position peaked at $1.02M in Q4 2025.
  • 1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.