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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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Vanguard Portfolio Management
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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

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. 1,093 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.
  • 1,093 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.