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

MOKAN 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 Q2	$1.21M	Buy	10,661 +2,826	+36%	+$289K	0.46%	46
2026 Q1	$706K	Buy	7,835 +1,353	+21%	+$131K	0.31%	56
2025 Q4	$664K	Sell	6,482 -839	-11%	-$86.6K	0.29%	56
2025 Q3	$752K	Sell	7,321 -463	-6%	-$48.7K	0.38%	56
2025 Q2	$752K	Sell	7,784 -10,779	-58%	-$990K	0.42%	53
2025 Q1	$1.71M	Buy	18,563 +13,500	+267%	+$1.43M	1.03%	33
2024 Q4	$573K	Buy	+5,063	New	+$586K	0.36%	55

Other funds holding TROW

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LKBC

L.K. Benson & Company Baltimore, Maryland $332M AUM 19.03% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MOKAN Wealth Management's TROW Position: Q2 2026 in Review

MOKAN Wealth Management increased its T. Rowe Price (TROW) stake by 36% in Q2 2026, buying an estimated $289K and bringing the position to 10,661 shares worth $1.21M. The position accounts for 0.46% of the portfolio, ranked #46.

MOKAN Wealth Management first reported a position in TROW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q1 2025. 514 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

MOKAN Wealth Management held 10,661 shares of T. Rowe Price worth $1.21M as of Q2 2026.
MOKAN Wealth Management bought 2,826 T. Rowe Price shares in Q2 2026, an estimated $289K.
T. Rowe Price made up 0.46% of MOKAN Wealth Management's portfolio in Q2 2026, its #46 holding.
MOKAN Wealth Management first reported a position in T. Rowe Price in Q4 2024 and has held it in 7 quarters since.
MOKAN Wealth Management's T. Rowe Price position peaked at $1.71M in Q1 2025.
514 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.