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Legacy Wealth Management (Idaho)’s T. Rowe Price TROW Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-101
Closed -$9.11K – 895
2026
Q1 		$9.11K Sell
101
-42
-29% -$4.07K ﹤0.01% 510
2025
Q4 		$14.6K Buy
143
+88
+160% +$9.08K 0.01% 369
2025
Q3 		$5.65K Hold
55
– – ﹤0.01% 416
2025
Q2 		$5.31K Hold
55
– – ﹤0.01% 393
2025
Q1 		$5.05K Hold
55
– – ﹤0.01% 421
2024
Q4 		$6.06K Hold
55
– – ﹤0.01% 361
2024
Q3 		$6.52K Buy
+55
New +$6.04K ﹤0.01% 362

Other funds holding TROW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s TROW Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of T. Rowe Price (TROW) in Q2 2026, closing a stake of 101 shares — an estimated $9.11K sold.

Legacy Wealth Management (Idaho) first reported a position in TROW in Q3 2024 and held it in 7 quarters. The position peaked at $14.6K in Q4 2025. 1,169 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining T. Rowe Price position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 101 T. Rowe Price shares in Q2 2026, an estimated $9.11K.
  • Legacy Wealth Management (Idaho) first reported a position in T. Rowe Price in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s T. Rowe Price position peaked at $14.6K in Q4 2025.
  • 1,169 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.