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Nvest Wealth Strategies’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Nvest Wealth Strategies’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 		$294K Buy
5,877
+221
+4% +$11K 0.18% 27
2026
Q1 		$250K Buy
5,656
+365
+7% +$17.3K 0.17% 27
2025
Q4 		$264K Buy
+5,291
New +$262K 0.19% 28

Other funds holding TCHP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
TCOK
Trust Company of Kansas Wichita, Kansas $195M AUM 27.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $994M AUM 18.44% 1-Year Est. Return

Nvest Wealth Strategies's TCHP Position: Q2 2026 in Review

Nvest Wealth Strategies increased its T. Rowe Price Blue Chip Growth ETF (TCHP) stake by 3.9% in Q2 2026, buying an estimated $11K and bringing the position to 5,877 shares worth $294K. The position accounts for 0.18% of the portfolio, ranked #27.

Nvest Wealth Strategies first reported a position in TCHP in Q4 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold TCHP as of Q2 2026.

  • Nvest Wealth Strategies held 5,877 shares of T. Rowe Price Blue Chip Growth ETF worth $294K as of Q2 2026.
  • Nvest Wealth Strategies bought 221 T. Rowe Price Blue Chip Growth ETF shares in Q2 2026, an estimated $11K.
  • T. Rowe Price Blue Chip Growth ETF made up 0.18% of Nvest Wealth Strategies's portfolio in Q2 2026, its #27 holding.
  • Nvest Wealth Strategies first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.