ORG Partners’s T. Rowe Price TROW Stock Holding History

ORG Partners’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
2025 Q4	$47.7K	Buy	466 +31	+7%	+$3.2K	0.01%	591
2025 Q3	$44.6K	Buy	435 +12	+3%	+$1.26K	0.01%	612
2025 Q2	$41.7K	Buy	423 +23	+6%	+$2.11K	0.01%	589
2025 Q1	$36.9K	Hold	400	–	–	0.01%	551
2024 Q4	$45.2K	Hold	400	–	–	0.01%	580
2024 Q3	$43.6K	Hold	400	–	–	0.01%	539
2024 Q2	$45.5K	Buy	+400	New	+$46K	0.01%	820
2024 Q1	–	Sell	-400	Closed	-$43.2K	–	1054
2023 Q4	$43.2K	Hold	400	–	–	0.01%	555
2023 Q3	$41.9K	Sell	400 -1	-0.2%	-$113	0.01%	548
2023 Q2	$45.5K	Buy	+401	New	+$43.9K	0.01%	683

Other funds holding TROW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ORG Partners's TROW Position: Q4 2025 in Review

ORG Partners increased its T. Rowe Price (TROW) stake by 7.1% in Q4 2025, buying an estimated $3.2K and bringing the position to 466 shares worth $47.7K. The position accounts for 0.01% of the portfolio, ranked #591.

ORG Partners first reported a position in TROW in Q2 2023 and has held it in 10 quarters since. 1,124 funds tracked by Wall St. Rank hold TROW as of Q4 2025.

ORG Partners held 466 shares of T. Rowe Price worth $47.7K as of Q4 2025.
ORG Partners bought 31 T. Rowe Price shares in Q4 2025, an estimated $3.2K.
T. Rowe Price made up 0.01% of ORG Partners's portfolio in Q4 2025, its #591 holding.
ORG Partners first reported a position in T. Rowe Price in Q2 2023 and has held it in 10 quarters since.
1,124 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.