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Kingswood Wealth Advisors’s T. Rowe Price TROW Stock Holding History

Kingswood Wealth 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
2025
Q4 		– Sell
-4,142
Closed -$425K – 914
2025
Q3 		$425K Buy
4,142
+1,870
+82% +$197K 0.03% 524
2025
Q2 		$219K Buy
+2,272
New +$209K 0.02% 673
2025
Q1 		– Sell
-2,214
Closed -$250K – 819
2024
Q4 		$250K Buy
+2,214
New +$256K 0.02% 667

Other funds holding TROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kingswood Wealth Advisors's TROW Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of T. Rowe Price (TROW) in Q4 2025, closing a stake of 4,142 shares — an estimated $425K sold.

Kingswood Wealth Advisors first reported a position in TROW in Q4 2024 and held it in 3 quarters. The position peaked at $425K in Q3 2025. 1,125 funds tracked by Wall St. Rank hold TROW as of Q4 2025.

  • Kingswood Wealth Advisors reported no remaining T. Rowe Price position as of Q4 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 4,142 T. Rowe Price shares in Q4 2025, an estimated $425K.
  • Kingswood Wealth Advisors first reported a position in T. Rowe Price in Q4 2024 and held it in 3 quarters.
  • Kingswood Wealth Advisors's T. Rowe Price position peaked at $425K in Q3 2025.
  • 1,125 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.