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Kohmann Bosshard Financial Services’s T. Rowe Price TROW Stock Holding History

Kohmann Bosshard Financial Services’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 		– Sell
-623
Closed -$63.8K – 573
2025
Q4 		$63.8K Buy
+623
New +$64.3K 0.01% 468
2025
Q1 		– Sell
-1,055
Closed -$119K – 732
2024
Q4 		$119K Buy
+1,055
New +$122K 0.01% 236

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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fayez Sarofim & Co
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Invesco
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kohmann Bosshard Financial Services's TROW Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of T. Rowe Price (TROW) in Q1 2026, closing a stake of 623 shares — an estimated $63.8K sold.

Kohmann Bosshard Financial Services first reported a position in TROW in Q4 2024 and held it in 2 quarters. The position peaked at $119K in Q4 2024. 1,088 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining T. Rowe Price position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 623 T. Rowe Price shares in Q1 2026, an estimated $63.8K.
  • Kohmann Bosshard Financial Services first reported a position in T. Rowe Price in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's T. Rowe Price position peaked at $119K in Q4 2024.
  • 1,088 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.