LI
TROW icon

LifeWealth Investments’s T. Rowe Price TROW Stock Holding History

LifeWealth Investments’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
-5,870
Closed -$603K – 223
2025
Q3 		$603K Buy
5,870
+35
+0.6% +$3.68K 0.09% 123
2025
Q2 		$563K Buy
+5,835
New +$536K 0.1% 130

Other funds holding TROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LifeWealth Investments's TROW Position: Q4 2025 in Review

LifeWealth Investments sold out of T. Rowe Price (TROW) in Q4 2025, closing a stake of 5,870 shares — an estimated $603K sold.

LifeWealth Investments first reported a position in TROW in Q2 2025 and held it in 2 quarters. The position peaked at $603K in Q3 2025. 1,124 funds tracked by Wall St. Rank hold TROW as of Q4 2025.

  • LifeWealth Investments reported no remaining T. Rowe Price position as of Q4 2025 after selling out during the quarter.
  • LifeWealth Investments sold 5,870 T. Rowe Price shares in Q4 2025, an estimated $603K.
  • LifeWealth Investments first reported a position in T. Rowe Price in Q2 2025 and held it in 2 quarters.
  • LifeWealth Investments's T. Rowe Price position peaked at $603K in Q3 2025.
  • 1,124 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.