Marathon Capital Management’s T. Rowe Price TROW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$57.6M Sell
638,525
-14,600
-2% -$1.41M 12.93% 1
2025
Q4
$66.9M Sell
653,125
-31,500
-5% -$3.25M 14.39% 1
2025
Q3
$70.3M Sell
684,625
-23,520
-3% -$2.47M 16.08% 1
2025
Q2
$68.3M Sell
708,145
-40,205
-5% -$3.69M 17.4% 1
2025
Q1
$68.8M Sell
748,350
-31,275
-4% -$3.3M 18.31% 1
2024
Q4
$88.2M Sell
779,625
-41,324
-5% -$4.79M 22.02% 1
2024
Q3
$89.4M Sell
820,949
-40,212
-5% -$4.41M 21.68% 1
2024
Q2
$99.3M Sell
861,161
-1,756
-0.2% -$202K 25.31% 1
2024
Q1
$105M Sell
862,917
-5,875
-0.7% -$656K 25.1% 1
2023
Q4
$93.6M Sell
868,792
-39,487
-4% -$3.93M 23.52% 1
2023
Q3
$95.3M Sell
908,279
-61
-0% -$6.87K 23.97% 1
2023
Q2
$102M Sell
908,340
-1,750
-0.2% -$192K 25.12% 1
2023
Q1
$103M Sell
910,090
-2,675
-0.3% -$306K 25.28% 1
2022
Q4
$99.5M Buy
912,765
+40
+0% +$4.53K 27.44% 1
2022
Q3
$95.8M Buy
912,725
+165
+0% +$19.7K 27.38% 1
2022
Q2
$104M Buy
912,560
+38,885
+4% +$4.94M 33.49% 1
2022
Q1
$132M Hold
873,675
37.92% 1
2021
Q4
$172M Sell
873,675
-75
-0% -$15.2K 40.26% 1
2021
Q3
$172M Sell
873,750
-14,745
-2% -$3.11M 39.02% 1
2021
Q2
$176M Sell
888,495
-7,750
-0.9% -$1.45M 40.72% 1
2021
Q1
$154M Sell
896,245
-22,167
-2% -$3.64M 40.54% 1
2020
Q4
$139M Sell
918,412
-20,200
-2% -$2.89M 40.98% 1
2020
Q3
$120M Sell
938,612
-48,490
-5% -$6.41M 43.81% 1
2020
Q2
$122M Sell
987,102
-132,300
-12% -$15.1M 46.83% 1
2020
Q1
$109M Sell
1,119,402
-20,580
-2% -$2.52M 50.19% 1
2019
Q4
$139M Sell
1,139,982
-40,209
-3% -$4.75M 47.23% 1
2019
Q3
$135M Sell
1,180,191
-13,400
-1% -$1.49M 54.38% 1
2019
Q2
$131M Sell
1,193,591
-3,080
-0.3% -$324K 53.4% 1
2019
Q1
$120M Sell
1,196,671
-5,000
-0.4% -$482K 53.51% 1
2018
Q4
$111M Sell
1,201,671
-47,909
-4% -$4.65M 55.07% 1
2018
Q3
$136M Sell
1,249,580
-16,750
-1% -$1.94M 52.86% 1
2018
Q2
$147M Sell
1,266,330
-57,500
-4% -$6.69M 55.37% 1
2018
Q1
$143M Sell
1,323,830
-9,755
-0.7% -$1.09M 56% 1
2017
Q4
$140M Sell
1,333,585
-37,865
-3% -$3.69M 54.66% 1
2017
Q3
$124M Sell
1,371,450
-29,775
-2% -$2.46M 52.35% 1
2017
Q2
$104M Sell
1,401,225
-20,350
-1% -$1.46M 49.01% 1
2017
Q1
$96.9M Sell
1,421,575
-2,900
-0.2% -$206K 47.99% 1
2016
Q4
$107M Sell
1,424,475
-16,083
-1% -$1.14M 51.06% 1
2016
Q3
$95.8M Sell
1,440,558
-4,998
-0.3% -$348K 47.58% 1
2016
Q2
$105M Sell
1,445,556
-9,998
-0.7% -$745K 54.14% 1
2016
Q1
$107M Sell
1,455,554
-5,874
-0.4% -$408K 55.34% 1
2015
Q4
$104M Buy
1,461,428
+26
+0% +$1.91K 55.32% 1
2015
Q3
$102M Buy
1,461,402
+11,927
+0.8% +$884K 51.58% 1
2015
Q2
$113M Sell
1,449,475
-100
-0% -$8.07K 51.94% 1
2015
Q1
$117M Buy
1,449,575
+1,443,750
+24,785% +$119M 52.04% 1
2014
Q4
$500K Buy
5,825
+1,725
+42% +$141K 0.46% 42
2014
Q3
$321K Hold
4,100
0.29% 54
2014
Q2
$346K Sell
4,100
-750
-15% -$61.2K 0.28% 52
2014
Q1
$399K Sell
4,850
-500
-9% -$40.5K 0.3% 47
2013
Q4
$448K Buy
5,350
+750
+16% +$58.7K 0.32% 45
2013
Q3
$331K Sell
4,600
-500
-10% -$37K 0.28% 54
2013
Q2
$373K Buy
+5,100
New +$381K 0.32% 48

Other funds holding TROW

Marathon Capital Management's TROW Position: Q1 2026 in Review

Marathon Capital Management reduced its T. Rowe Price (TROW) stake by 2.2% in Q1 2026, selling an estimated $1.41M and leaving 638,525 shares worth $57.6M. The position accounts for 12.93% of the portfolio, ranked #1.

Marathon Capital Management first reported a position in TROW in Q2 2013 and has held it in 52 quarters since. The position peaked at $176M in Q2 2021. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

  • Marathon Capital Management held 638,525 shares of T. Rowe Price worth $57.6M as of Q1 2026.
  • Marathon Capital Management sold 14,600 T. Rowe Price shares in Q1 2026, an estimated $1.41M.
  • T. Rowe Price made up 12.93% of Marathon Capital Management's portfolio in Q1 2026, its #1 holding.
  • Marathon Capital Management first reported a position in T. Rowe Price in Q2 2013 and has held it in 52 quarters since.
  • Marathon Capital Management's T. Rowe Price position peaked at $176M in Q2 2021.
  • 1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.