Mark Sheptoff Financial Planning’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 | $5K | Hold |
48
| – | – | ﹤0.01% | 439 |
|
|
2025
Q4 | $4.91K | Hold |
48
| – | – | ﹤0.01% | 433 |
|
|
2025
Q3 | $4.93K | Hold |
48
| – | – | ﹤0.01% | 413 |
|
|
2025
Q2 | $4.63K | Hold |
48
| – | – | ﹤0.01% | 404 |
|
|
2025
Q1 | $4.41K | Hold |
48
| – | – | ﹤0.01% | 382 |
|
|
2024
Q4 | $5.43K | Hold |
48
| – | – | ﹤0.01% | 364 |
|
|
2024
Q3 | $5.23K | Hold |
48
| – | – | ﹤0.01% | 358 |
|
|
2024
Q2 | $5.54K | Hold |
48
| – | – | ﹤0.01% | 357 |
|
|
2024
Q1 | $5.85K | Hold |
48
| – | – | ﹤0.01% | 323 |
|
|
2023
Q4 | $5.17K | Hold |
48
| – | – | ﹤0.01% | 322 |
|
|
2023
Q3 | $5.03K | Hold |
48
| – | – | ﹤0.01% | 304 |
|
|
2023
Q2 | $5.38K | Hold |
48
| – | – | ﹤0.01% | 312 |
|
|
2023
Q1 | $5.42K | Hold |
48
| – | – | ﹤0.01% | 307 |
|
|
2022
Q4 | $5.24K | Hold |
48
| – | – | ﹤0.01% | 309 |
|
|
2022
Q3 | $5K | Hold |
48
| – | – | ﹤0.01% | 295 |
|
|
2022
Q2 | $5K | Hold |
48
| – | – | ﹤0.01% | 301 |
|
|
2022
Q1 | $7K | Hold |
48
| – | – | ﹤0.01% | 329 |
|
|
2021
Q4 | $9K | Hold |
48
| – | – | ﹤0.01% | 329 |
|
|
2021
Q3 | $9K | Hold |
48
| – | – | 0.01% | 315 |
|
|
2021
Q2 | $10K | Hold |
48
| – | – | 0.01% | 331 |
|
|
2021
Q1 | $8K | Hold |
48
| – | – | ﹤0.01% | 301 |
|
|
2020
Q4 | $7K | Hold |
48
| – | – | ﹤0.01% | 293 |
|
|
2020
Q3 | $6K | Hold |
48
| – | – | ﹤0.01% | 263 |
|
|
2020
Q2 | $6K | Hold |
48
| – | – | ﹤0.01% | 291 |
|
|
2020
Q1 | $5K | Hold |
48
| – | – | ﹤0.01% | 273 |
|
|
2019
Q4 | $6K | Hold |
48
| – | – | ﹤0.01% | 311 |
|
|
2019
Q3 | $5K | Hold |
48
| – | – | ﹤0.01% | 306 |
|
|
2019
Q2 | $5K | Hold |
48
| – | – | ﹤0.01% | 296 |
|
|
2019
Q1 | $5K | Hold |
48
| – | – | ﹤0.01% | 301 |
|
|
2018
Q4 | $4K | Hold |
48
| – | – | ﹤0.01% | 290 |
|
|
2018
Q3 | $5K | Hold |
48
| – | – | ﹤0.01% | 325 |
|
|
2018
Q2 | $6K | Hold |
48
| – | – | ﹤0.01% | 311 |
|
|
2018
Q1 | $5K | Hold |
48
| – | – | ﹤0.01% | 332 |
|
|
2017
Q4 | $5K | Hold |
48
| – | – | ﹤0.01% | 325 |
|
|
2017
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 330 |
|
|
2017
Q2 | $4K | Sell |
48
-1
| -2% | -$72 | ﹤0.01% | 319 |
|
|
2017
Q1 | $3K | Buy |
49
+1
| +2% | +$71 | ﹤0.01% | 327 |
|
|
2016
Q4 | $4K | Hold |
48
| – | – | ﹤0.01% | 308 |
|
|
2016
Q3 | $3K | Hold |
48
| – | – | ﹤0.01% | 316 |
|
|
2016
Q2 | $4K | Buy |
+48
| New | +$3.57K | ﹤0.01% | 299 |
|
Other funds holding TROW
VCM
VPM
Mark Sheptoff Financial Planning's TROW Position: Q1 2026 in Review
Mark Sheptoff Financial Planning held its T. Rowe Price (TROW) position steady in Q1 2026 at 48 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #439.
Mark Sheptoff Financial Planning first reported a position in TROW in Q2 2016 and has held it in 40 quarters since. The position peaked at $10K in Q2 2021. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.
- Mark Sheptoff Financial Planning held 48 shares of T. Rowe Price worth $5K as of Q1 2026.
- Mark Sheptoff Financial Planning left its T. Rowe Price share count unchanged in Q1 2026.
- T. Rowe Price made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #439 holding.
- Mark Sheptoff Financial Planning first reported a position in T. Rowe Price in Q2 2016 and has held it in 40 quarters since.
- Mark Sheptoff Financial Planning's T. Rowe Price position peaked at $10K in Q2 2021.
- 1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.