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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

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PNC Financial Services Group
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GT
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Northwestern Mutual Wealth Management
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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