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National Wealth Management Group’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

National Wealth Management 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
Q2 		$6.33M Sell
126,336
-81,763
-39% -$4.08M 1.96% 8
2026
Q1 		$9.19M Sell
208,099
-5,161
-2% -$244K 3.42% 4
2025
Q4 		$10.6M Sell
213,260
-28,511
-12% -$1.41M 3.69% 4
2025
Q3 		$11.8M Buy
241,771
+10,406
+4% +$490K 4.45% 2
2025
Q2 		$10.5M Buy
231,365
+4,826
+2% +$196K 5.88% 2
2025
Q1 		$8.63M Buy
226,539
+12,350
+6% +$514K 5.67% 2
2024
Q4 		$9.02M Buy
214,189
+1,844
+0.9% +$76.6K 6% 2
2024
Q3 		$8.42M Buy
212,345
+12,050
+6% +$462K 5.7% 1
2024
Q2 		$7.76M Buy
200,295
+2,630
+1% +$95K 5.91% 1
2024
Q1 		$6.98M Buy
+197,665
New +$6.61M 5.43% 1

Other funds holding TCHP

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return

National Wealth Management Group's TCHP Position: Q2 2026 in Review

National Wealth Management Group reduced its T. Rowe Price Blue Chip Growth ETF (TCHP) stake by 39% in Q2 2026, selling an estimated $4.08M and leaving 126,336 shares worth $6.33M. The position accounts for 1.96% of the portfolio, ranked #8.

National Wealth Management Group first reported a position in TCHP in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.8M in Q3 2025. 185 funds tracked by Wall St. Rank hold TCHP as of Q2 2026.

  • National Wealth Management Group held 126,336 shares of T. Rowe Price Blue Chip Growth ETF worth $6.33M as of Q2 2026.
  • National Wealth Management Group sold 81,763 T. Rowe Price Blue Chip Growth ETF shares in Q2 2026, an estimated $4.08M.
  • T. Rowe Price Blue Chip Growth ETF made up 1.96% of National Wealth Management Group's portfolio in Q2 2026, its #8 holding.
  • National Wealth Management Group first reported a position in T. Rowe Price Blue Chip Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • National Wealth Management Group's T. Rowe Price Blue Chip Growth ETF position peaked at $11.8M in Q3 2025.
  • 185 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.