MSWM
TROW icon

Mowery & Schoenfeld Wealth Management’s T. Rowe Price TROW Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-39
Closed -$3.99K – 478
2025
Q4 		$3.99K Buy
+39
New +$4.03K 0.01% 350

Other funds holding TROW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's TROW Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of T. Rowe Price (TROW) in Q1 2026, closing a stake of 39 shares — an estimated $3.99K sold.

Mowery & Schoenfeld Wealth Management first reported a position in TROW in Q4 2025 and held it in 1 quarter. The position peaked at $3.99K in Q4 2025. 1,093 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining T. Rowe Price position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 39 T. Rowe Price shares in Q1 2026, an estimated $3.99K.
  • Mowery & Schoenfeld Wealth Management first reported a position in T. Rowe Price in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's T. Rowe Price position peaked at $3.99K in Q4 2025.
  • 1,093 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.