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

Medallion 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 		$6.02K Sell
53
-10
-16% -$1.02K ﹤0.01% 830
2026
Q1 		$5.68K Hold
63
– – ﹤0.01% 850
2025
Q4 		$6.45K Sell
63
-4
-6% -$413 ﹤0.01% 818
2025
Q3 		$6.88K Sell
67
-13
-16% -$1.37K ﹤0.01% 817
2025
Q2 		$7.89K Hold
80
– – ﹤0.01% 768
2025
Q1 		$7.38K Hold
80
– – ﹤0.01% 731
2024
Q4 		$9.05K Buy
+80
New +$9.26K ﹤0.01% 679

Other funds holding TROW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its T. Rowe Price (TROW) stake by 16% in Q2 2026, selling an estimated $1.02K and leaving 53 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Medallion Wealth Advisors first reported a position in TROW in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.05K in Q4 2024. 1,167 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Medallion Wealth Advisors held 53 shares of T. Rowe Price worth $6.02K as of Q2 2026.
  • Medallion Wealth Advisors sold 10 T. Rowe Price shares in Q2 2026, an estimated $1.02K.
  • T. Rowe Price made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #830 holding.
  • Medallion Wealth Advisors first reported a position in T. Rowe Price in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's T. Rowe Price position peaked at $9.05K in Q4 2024.
  • 1,167 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.