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Martel Wealth Advisors’s T. Rowe Price TROW Stock Holding History

Martel Wealth Advisors’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 		$341K Hold
3,000
– – 0.05% 45
2026
Q1 		$270K Hold
3,000
– – 0.05% 65
2025
Q4 		$307K Hold
3,000
– – 0.05% 54
2025
Q3 		$308K Hold
3,000
– – 0.05% 55
2025
Q2 		$290K Hold
3,000
– – 0.05% 56
2025
Q1 		$276K Hold
3,000
– – 0.05% 58
2024
Q4 		$339K Buy
+3,000
New +$347K 0.07% 54

Other funds holding TROW

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Martel Wealth Advisors's TROW Position: Q2 2026 in Review

Martel Wealth Advisors held its T. Rowe Price (TROW) position steady in Q2 2026 at 3,000 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #45.

Martel Wealth Advisors first reported a position in TROW in Q4 2024 and has held it in 7 quarters since. 178 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Martel Wealth Advisors held 3,000 shares of T. Rowe Price worth $341K as of Q2 2026.
  • Martel Wealth Advisors left its T. Rowe Price share count unchanged in Q2 2026.
  • T. Rowe Price made up 0.05% of Martel Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Martel Wealth Advisors first reported a position in T. Rowe Price in Q4 2024 and has held it in 7 quarters since.
  • 178 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.