Nautilus Advisors’s T. Rowe Price TROW Stock Holding History

Nautilus Advisors’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 Q3	$383K	Sell	3,677 -155	-4%	-$17.4K	0.23%	112
2026 Q2	$454K	Sell	3,832 -322	-8%	-$32.9K	0.27%	103
2026 Q1	$374K	Sell	4,154 -999	-19%	-$96.8K	0.26%	103
2025 Q4	$528K	Sell	5,153 -1,348	-21%	-$139K	0.34%	81
2025 Q3	$667K	Buy	6,501 +46	+0.7%	+$4.83K	0.45%	66
2025 Q2	$623K	Sell	6,455 -155	-2%	-$14.2K	0.46%	62
2025 Q1	$607K	Buy	6,610 +796	+14%	+$84.1K	0.5%	60
2024 Q4	$658K	Buy	+5,814	New	+$673K	0.52%	58

Other funds holding TROW

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nautilus Advisors's TROW Position: Q3 2026 in Review

Nautilus Advisors reduced its T. Rowe Price (TROW) stake by 4% in Q3 2026, selling an estimated $17.4K and leaving 3,677 shares worth $383K. The position accounts for 0.23% of the portfolio, ranked #112.

Nautilus Advisors first reported a position in TROW in Q4 2024 and has held it in 8 quarters since. The position peaked at $667K in Q3 2025. 51 funds tracked by Wall St. Rank hold TROW as of Q3 2026.

Nautilus Advisors held 3,677 shares of T. Rowe Price worth $383K as of Q3 2026.
Nautilus Advisors sold 155 T. Rowe Price shares in Q3 2026, an estimated $17.4K.
T. Rowe Price made up 0.23% of Nautilus Advisors's portfolio in Q3 2026, its #112 holding.
Nautilus Advisors first reported a position in T. Rowe Price in Q4 2024 and has held it in 8 quarters since.
Nautilus Advisors's T. Rowe Price position peaked at $667K in Q3 2025.
51 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.