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Mark Sheptoff Financial Planning’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio TCHP Stock Details TCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-200
Closed -$9.78K – 525
2025
Q3 		$9.78K Hold
200
– – ﹤0.01% 344
2025
Q2 		$9.07K Hold
200
– – ﹤0.01% 347
2025
Q1 		$7.62K Buy
+200
New +$8.32K ﹤0.01% 342

Other funds holding TCHP

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TCOK
Trust Company of Kansas Wichita, Kansas $195M AUM 27.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 1-Year Est. Return

Mark Sheptoff Financial Planning's TCHP Position: Q4 2025 in Review

Mark Sheptoff Financial Planning sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q4 2025, closing a stake of 200 shares — an estimated $9.78K sold.

Mark Sheptoff Financial Planning first reported a position in TCHP in Q1 2025 and held it in 3 quarters. The position peaked at $9.78K in Q3 2025. 175 funds tracked by Wall St. Rank hold TCHP as of Q4 2025.

  • Mark Sheptoff Financial Planning reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 T. Rowe Price Blue Chip Growth ETF shares in Q4 2025, an estimated $9.78K.
  • Mark Sheptoff Financial Planning first reported a position in T. Rowe Price Blue Chip Growth ETF in Q1 2025 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's T. Rowe Price Blue Chip Growth ETF position peaked at $9.78K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q4 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2025, filed 12 Feb 2026.