MWM
TROW icon

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

Moran 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 		$14.2M Sell
124,645
-3,371
-3% -$345K 0.39% 78
2026
Q1 		$11.5M Buy
128,016
+2,130
+2% +$206K 0.35% 90
2025
Q4 		$12.9M Sell
125,886
-3,352
-3% -$346K 0.4% 77
2025
Q3 		$13.3M Buy
129,238
+39,627
+44% +$4.16M 0.4% 79
2025
Q2 		$8.65M Buy
89,611
+1,736
+2% +$159K 0.27% 119
2025
Q1 		$8.07M Buy
+87,875
New +$9.29M 0.27% 116
2024
Q4 		– Sell
-74,965
Closed -$8.17M – 458
2024
Q3 		$8.17M Sell
74,965
-933
-1% -$102K 0.25% 126
2024
Q2 		$8.75M Buy
75,898
+763
+1% +$87.8K 0.29% 118
2024
Q1 		$9.16M Buy
75,135
+2,129
+3% +$238K 0.3% 112
2023
Q4 		$7.86M Sell
73,006
-6,781
-8% -$675K 0.28% 121
2023
Q3 		$8.37M Buy
79,787
+529
+0.7% +$59.6K 0.32% 114
2023
Q2 		$8.88M Buy
79,258
+5,156
+7% +$565K 0.33% 106
2023
Q1 		$8.37M Buy
74,102
+22,291
+43% +$2.55M 0.32% 114
2022
Q4 		$5.65M Buy
+51,811
New +$5.86M 0.21% 135

Other funds holding TROW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

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

Moran Wealth Management reduced its T. Rowe Price (TROW) stake by 2.6% in Q2 2026, selling an estimated $345K and leaving 124,645 shares worth $14.2M. The position accounts for 0.39% of the portfolio, ranked #78.

Moran Wealth Management first reported a position in TROW in Q4 2022 and has held it in 14 quarters since. 1,157 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Moran Wealth Management held 124,645 shares of T. Rowe Price worth $14.2M as of Q2 2026.
  • Moran Wealth Management sold 3,371 T. Rowe Price shares in Q2 2026, an estimated $345K.
  • T. Rowe Price made up 0.39% of Moran Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Moran Wealth Management first reported a position in T. Rowe Price in Q4 2022 and has held it in 14 quarters since.
  • 1,157 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.