NWMG
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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
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 $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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 $38B 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