Mascoma Wealth Management’s T. Rowe Price TROW Stock Holding History

Mascoma Wealth Management’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 Q3	$10.4K	Hold	100	–	–	﹤0.01%	330
2026 Q2	$11.4K	Hold	100	–	–	﹤0.01%	314
2026 Q1	$9.01K	Hold	100	–	–	﹤0.01%	330
2025 Q4	$10.2K	Hold	100	–	–	﹤0.01%	312
2025 Q3	$10.3K	Hold	100	–	–	﹤0.01%	323
2025 Q2	$9.6K	Hold	100	–	–	﹤0.01%	326
2025 Q1	$9.19K	Hold	100	–	–	﹤0.01%	342
2024 Q4	$11.3K	Hold	100	–	–	﹤0.01%	338
2024 Q3	$10.9K	Hold	100	–	–	﹤0.01%	315
2024 Q2	$11.5K	Hold	100	–	–	﹤0.01%	322
2024 Q1	$12.2K	Hold	100	–	–	﹤0.01%	297
2023 Q4	$10.8K	Hold	100	–	–	﹤0.01%	315
2023 Q3	$10.5K	Hold	100	–	–	﹤0.01%	324
2023 Q2	$11.5K	Sell	100 -180	-64%	-$19.7K	﹤0.01%	310
2023 Q1	$31.5K	Hold	280	–	–	0.01%	283
2022 Q4	$30.5K	Hold	280	–	–	0.01%	288
2022 Q3	$29K	Hold	280	–	–	0.01%	296
2022 Q2	$32K	Hold	280	–	–	0.01%	297
2022 Q1	$42K	Buy	280 +180	+180%	+$27.8K	0.01%	290
2021 Q4	$20K	Hold	100	–	–	0.01%	333
2021 Q3	$20K	Buy	+100	New	+$21.1K	0.01%	295
2021 Q2	–	Sell	-100	Closed	-$17K	–	395
2021 Q1	$17K	Buy	+100	New	+$16.4K	0.01%	314
2019 Q3	–	Sell	-100	Closed	-$11K	–	309
2019 Q2	$11K	Hold	100	–	–	0.01%	264
2019 Q1	$10K	Hold	100	–	–	0.01%	270
2018 Q4	$9K	Hold	100	–	–	0.01%	268
2018 Q3	$11K	Hold	100	–	–	0.01%	279
2018 Q2	$12K	Hold	100	–	–	0.01%	264
2018 Q1	$11K	Buy	+100	New	+$11.1K	0.01%	265

Other funds holding TROW

L.K. Benson & Company Baltimore, Maryland $337M AUM 7.96% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Mascoma Wealth Management's TROW Position: Q3 2026 in Review

Mascoma Wealth Management held its T. Rowe Price (TROW) position steady in Q3 2026 at 100 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Mascoma Wealth Management first reported a position in TROW in Q1 2018 and has held it in 28 quarters since. The position peaked at $42K in Q1 2022. 315 funds tracked by Wall St. Rank hold TROW as of Q3 2026.

Mascoma Wealth Management held 100 shares of T. Rowe Price worth $10.4K as of Q3 2026.
Mascoma Wealth Management left its T. Rowe Price share count unchanged in Q3 2026.
T. Rowe Price made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #330 holding.
Mascoma Wealth Management first reported a position in T. Rowe Price in Q1 2018 and has held it in 28 quarters since.
Mascoma Wealth Management's T. Rowe Price position peaked at $42K in Q1 2022.
315 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.