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Lodestone Wealth Management’s T. Rowe Price TROW Stock Holding History

Lodestone Wealth Management’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 		$5.34K Sell
47
-89
-65% -$9.1K ﹤0.01% 594
2026
Q1 		$12.3K Hold
136
– – ﹤0.01% 478
2025
Q4 		$13.9K Buy
+136
New +$14K 0.01% 460

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Goldman Sachs
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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

Lodestone Wealth Management's TROW Position: Q2 2026 in Review

Lodestone Wealth Management reduced its T. Rowe Price (TROW) stake by 65% in Q2 2026, selling an estimated $9.1K and leaving 47 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Lodestone Wealth Management first reported a position in TROW in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.9K in Q4 2025. 1,157 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Lodestone Wealth Management held 47 shares of T. Rowe Price worth $5.34K as of Q2 2026.
  • Lodestone Wealth Management sold 89 T. Rowe Price shares in Q2 2026, an estimated $9.1K.
  • T. Rowe Price made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #594 holding.
  • Lodestone Wealth Management first reported a position in T. Rowe Price in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's T. Rowe Price position peaked at $13.9K in Q4 2025.
  • 1,157 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.