Measured Wealth Private Client Group’s T. Rowe Price TROW Stock Holding History

Measured Wealth Private Client Group’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	$5.91K	Hold	52	–	–	﹤0.01%	610
2026 Q1	$4.69K	Hold	52	–	–	﹤0.01%	613
2025 Q4	$5.32K	Hold	52	–	–	﹤0.01%	603
2025 Q3	$5.34K	Buy	+52	New	+$5.46K	﹤0.01%	600
2021 Q4	–	Sell	-1,274	Closed	-$251K	–	165
2021 Q3	$251K	Sell	1,274 -464	-27%	-$97.7K	0.1%	137
2021 Q2	$344K	Buy	1,738 +562	+48%	+$105K	0.11%	123
2021 Q1	$202K	Buy	+1,176	New	+$193K	0.07%	155

Other funds holding TROW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Measured Wealth Private Client Group's TROW Position: Q2 2026 in Review

Measured Wealth Private Client Group held its T. Rowe Price (TROW) position steady in Q2 2026 at 52 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Measured Wealth Private Client Group first reported a position in TROW in Q1 2021 and has held it in 7 quarters since. The position peaked at $344K in Q2 2021. 1,157 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

Measured Wealth Private Client Group held 52 shares of T. Rowe Price worth $5.91K as of Q2 2026.
Measured Wealth Private Client Group left its T. Rowe Price share count unchanged in Q2 2026.
T. Rowe Price made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #610 holding.
Measured Wealth Private Client Group first reported a position in T. Rowe Price in Q1 2021 and has held it in 7 quarters since.
Measured Wealth Private Client Group's T. Rowe Price position peaked at $344K in Q2 2021.
1,157 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.