Mokosak Advisory Group’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Mokosak Advisory Group’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	–	Sell	-5,315	Closed	-$265K	–	38
2025 Q4	$265K	Sell	5,315 -69	-1%	-$3.41K	0.07%	28
2025 Q3	$263K	Hold	5,384	–	–	0.07%	28
2025 Q2	$244K	Hold	5,384	–	–	0.07%	31
2025 Q1	$205K	Sell	5,384 -944	-15%	-$39.3K	0.06%	33
2024 Q4	$266K	Hold	6,328	–	–	0.08%	26
2024 Q3	$251K	Hold	6,328	–	–	0.08%	27
2024 Q2	$245K	Hold	6,328	–	–	0.08%	27
2024 Q1	$223K	Buy	+6,328	New	+$212K	0.07%	27
2023 Q4	–	Sell	-7,463	Closed	-$203K	–	28
2023 Q3	$203K	Sell	7,463 -1	-0%	-$28	0.08%	26
2023 Q2	$208K	Buy	+7,464	New	+$191K	0.08%	25

Other funds holding TCHP

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return

Mokosak Advisory Group's TCHP Position: Q1 2026 in Review

Mokosak Advisory Group sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q1 2026, closing a stake of 5,315 shares — an estimated $265K sold.

Mokosak Advisory Group first reported a position in TCHP in Q2 2023 and held it in 10 quarters. The position peaked at $266K in Q4 2024. 176 funds tracked by Wall St. Rank hold TCHP as of Q1 2026.

Mokosak Advisory Group reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q1 2026 after selling out during the quarter.
Mokosak Advisory Group sold 5,315 T. Rowe Price Blue Chip Growth ETF shares in Q1 2026, an estimated $265K.
Mokosak Advisory Group first reported a position in T. Rowe Price Blue Chip Growth ETF in Q2 2023 and held it in 10 quarters.
Mokosak Advisory Group's T. Rowe Price Blue Chip Growth ETF position peaked at $266K in Q4 2024.
176 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q1 2026.

Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.