Lido Advisors
TROW icon

Lido Advisors’s T. Rowe Price TROW Stock Holding History

Lido 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
2026
Q1 		$619K Buy
6,860
+1,136
+20% +$110K ﹤0.01% 1188
2025
Q4 		$588K Sell
5,724
-8
-0.1% -$826 ﹤0.01% 1236
2025
Q3 		$588K Buy
5,732
+513
+10% +$53.9K ﹤0.01% 1173
2025
Q2 		$504K Sell
5,219
-3,416
-40% -$314K ﹤0.01% 1102
2025
Q1 		$793K Sell
8,635
-2,450
-22% -$259K ﹤0.01% 866
2024
Q4 		$1.25M Buy
11,085
+1,150
+12% +$133K 0.01% 676
2024
Q3 		$1.08M Sell
9,935
-4,586
-32% -$503K 0.01% 678
2024
Q2 		$1.67M Sell
14,521
-1,324
-8% -$152K 0.01% 490
2024
Q1 		$1.93M Sell
15,845
-3,864
-20% -$432K 0.01% 437
2023
Q4 		$2.12M Sell
19,709
-1,821
-8% -$181K 0.01% 407
2023
Q3 		$2.26M Buy
21,530
+3,676
+21% +$414K 0.02% 352
2023
Q2 		$2M Buy
17,854
+14,667
+460% +$1.61M 0.01% 373
2023
Q1 		$360K Buy
3,187
+785
+33% +$89.7K ﹤0.01% 813
2022
Q4 		$262K Buy
2,402
+496
+26% +$56.1K ﹤0.01% 831
2022
Q3 		$200K Sell
1,906
-8,002
-81% -$955K ﹤0.01% 891
2022
Q2 		$1.13M Buy
9,908
+6,249
+171% +$794K 0.01% 317
2022
Q1 		$553K Buy
3,659
+1,265
+53% +$195K 0.01% 575
2021
Q4 		$470K Buy
2,394
+553
+30% +$112K 0.01% 635
2021
Q3 		$362K Buy
1,841
+530
+40% +$112K 0.01% 693
2021
Q2 		$262K Sell
1,311
-178
-12% -$33.3K ﹤0.01% 768
2021
Q1 		$256K Sell
1,489
-34
-2% -$5.58K ﹤0.01% 721
2020
Q4 		$230K Buy
+1,523
New +$218K ﹤0.01% 717

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

Lido Advisors's TROW Position: Q1 2026 in Review

Lido Advisors increased its T. Rowe Price (TROW) stake by 20% in Q1 2026, buying an estimated $110K and bringing the position to 6,860 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Lido Advisors first reported a position in TROW in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.26M in Q3 2023. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

  • Lido Advisors held 6,860 shares of T. Rowe Price worth $619K as of Q1 2026.
  • Lido Advisors bought 1,136 T. Rowe Price shares in Q1 2026, an estimated $110K.
  • T. Rowe Price made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1188 holding.
  • Lido Advisors first reported a position in T. Rowe Price in Q4 2020 and has held it in 22 quarters since.
  • Lido Advisors's T. Rowe Price position peaked at $2.26M in Q3 2023.
  • 1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.