MMPW
TCHP icon

Mitchell McLeod Pugh & Williams’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Mitchell McLeod Pugh & Williams’s Portfolio TCHP Stock Details TCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05M Buy
23,703
+240
+1% +$11.4K 0.15% 122
2025
Q4 		$1.11M Buy
23,463
+1,686
+8% +$83.4K 0.16% 120
2025
Q3 		$1.11M Buy
21,777
+1,415
+7% +$66.6K 0.18% 105
2025
Q2 		$923K Buy
20,362
+593
+3% +$24.1K 0.17% 123
2025
Q1 		$753K Buy
19,769
+163
+0.8% +$6.78K 0.16% 135
2024
Q4 		$826K Buy
19,606
+2,100
+12% +$87.3K 0.17% 121
2024
Q3 		$694K Buy
17,506
+2,986
+21% +$114K 0.14% 141
2024
Q2 		$562K Buy
14,520
+635
+5% +$22.9K 0.13% 150
2024
Q1 		$490K Buy
13,885
+5,395
+64% +$180K 0.12% 163
2023
Q4 		$263K Buy
+8,490
New +$246K 0.07% 217

Other funds holding TCHP

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return