MWA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Medallion Wealth Advisors's TROW Position: Q1 2026 in Review

Medallion Wealth Advisors held its T. Rowe Price (TROW) position steady in Q1 2026 at 63 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Medallion Wealth Advisors first reported a position in TROW in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.05K in Q4 2024. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

  • Medallion Wealth Advisors held 63 shares of T. Rowe Price worth $5.68K as of Q1 2026.
  • Medallion Wealth Advisors left its T. Rowe Price share count unchanged in Q1 2026.
  • T. Rowe Price made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #850 holding.
  • Medallion Wealth Advisors first reported a position in T. Rowe Price in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's T. Rowe Price position peaked at $9.05K in Q4 2024.
  • 1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.