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Lynx Investment Advisory’s T. Rowe Price TROW Stock Holding History

Lynx Investment Advisory’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 		$469K Buy
5,200
+63
+1% +$6.1K 0.22% 101
2025
Q4 		$526K Sell
5,137
-42
-0.8% -$4.33K 0.29% 79
2025
Q3 		$532K Sell
5,179
-213
-4% -$22.4K 0.32% 72
2025
Q2 		$520K Buy
5,392
+166
+3% +$15.2K 0.34% 71
2025
Q1 		$480K Buy
+5,226
New +$552K 0.32% 71
2024
Q3 		– Sell
-254
Closed -$29.2K – 717
2024
Q2 		$29.2K Buy
+254
New +$29.2K 0.02% 296

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

Lynx Investment Advisory's TROW Position: Q1 2026 in Review

Lynx Investment Advisory increased its T. Rowe Price (TROW) stake by 1.2% in Q1 2026, buying an estimated $6.1K and bringing the position to 5,200 shares worth $469K. The position accounts for 0.22% of the portfolio, ranked #101.

Lynx Investment Advisory first reported a position in TROW in Q2 2024 and has held it in 6 quarters since. The position peaked at $532K in Q3 2025. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

  • Lynx Investment Advisory held 5,200 shares of T. Rowe Price worth $469K as of Q1 2026.
  • Lynx Investment Advisory bought 63 T. Rowe Price shares in Q1 2026, an estimated $6.1K.
  • T. Rowe Price made up 0.22% of Lynx Investment Advisory's portfolio in Q1 2026, its #101 holding.
  • Lynx Investment Advisory first reported a position in T. Rowe Price in Q2 2024 and has held it in 6 quarters since.
  • Lynx Investment Advisory's T. Rowe Price position peaked at $532K in Q3 2025.
  • 1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.