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Paulson Wealth Management’s T. Rowe Price TROW Stock Holding History

Paulson Wealth Management’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 		$238K Buy
2,643
+367
+16% +$35.6K 0.06% 129
2025
Q4 		$233K Buy
2,276
+233
+11% +$24K 0.05% 128
2025
Q3 		$210K Buy
+2,043
New +$215K 0.05% 132
2025
Q1 		– Sell
-2,166
Closed -$245K – 138
2024
Q4 		$245K Buy
2,166
+138
+7% +$16K 0.07% 126
2024
Q3 		$221K Hold
2,028
– – 0.06% 138
2024
Q2 		$234K Hold
2,028
– – 0.07% 130
2024
Q1 		$247K Buy
2,028
+95
+5% +$10.6K 0.07% 127
2023
Q4 		$208K Buy
+1,933
New +$193K 0.07% 129

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

Paulson Wealth Management's TROW Position: Q1 2026 in Review

Paulson Wealth Management increased its T. Rowe Price (TROW) stake by 16% in Q1 2026, buying an estimated $35.6K and bringing the position to 2,643 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #129.

Paulson Wealth Management first reported a position in TROW in Q4 2023 and has held it in 8 quarters since. The position peaked at $247K in Q1 2024. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

  • Paulson Wealth Management held 2,643 shares of T. Rowe Price worth $238K as of Q1 2026.
  • Paulson Wealth Management bought 367 T. Rowe Price shares in Q1 2026, an estimated $35.6K.
  • T. Rowe Price made up 0.06% of Paulson Wealth Management's portfolio in Q1 2026, its #129 holding.
  • Paulson Wealth Management first reported a position in T. Rowe Price in Q4 2023 and has held it in 8 quarters since.
  • Paulson Wealth Management's T. Rowe Price position peaked at $247K in Q1 2024.
  • 1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.