NRWA
TROW icon

North Ridge Wealth Advisors’s T. Rowe Price TROW Stock Holding History

North Ridge Wealth 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
Q1 		$14.4K Hold
160
– – 0.01% 123
2025
Q4 		$16.4K Hold
160
– – 0.01% 112
2025
Q3 		$16.4K Hold
160
– – 0.01% 120
2025
Q2 		$15.4K Hold
160
– – 0.01% 109
2025
Q1 		$14.7K Hold
160
– – 0.01% 105
2024
Q4 		$18.1K Buy
+160
New +$18.5K 0.01% 100

Other funds holding TROW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

North Ridge Wealth Advisors's TROW Position: Q1 2026 in Review

North Ridge Wealth Advisors held its T. Rowe Price (TROW) position steady in Q1 2026 at 160 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #123.

North Ridge Wealth Advisors first reported a position in TROW in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.1K in Q4 2024. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

  • North Ridge Wealth Advisors held 160 shares of T. Rowe Price worth $14.4K as of Q1 2026.
  • North Ridge Wealth Advisors left its T. Rowe Price share count unchanged in Q1 2026.
  • T. Rowe Price made up 0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #123 holding.
  • North Ridge Wealth Advisors first reported a position in T. Rowe Price in Q4 2024 and has held it in 6 quarters since.
  • North Ridge Wealth Advisors's T. Rowe Price position peaked at $18.1K in Q4 2024.
  • 1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.