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Peak Retirement Planning’s T. Rowe Price TROW Stock Holding History

Peak Retirement Planning’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
Q2 		$3.52M Buy
30,933
+5,233
+20% +$535K 0.56% 51
2026
Q1 		$2.32M Buy
25,700
+5,987
+30% +$580K 0.46% 60
2025
Q4 		$2.02M Buy
19,713
+3,798
+24% +$392K 0.47% 63
2025
Q3 		$1.63M Buy
15,915
+2,240
+16% +$235K 0.46% 70
2025
Q2 		$1.32M Buy
13,675
+4,034
+42% +$370K 0.53% 55
2025
Q1 		$886K Sell
9,641
-1,106
-10% -$117K 0.49% 74
2024
Q4 		$1.08M Buy
+10,747
New +$1.24M 0.73% 28

Other funds holding TROW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Peak Retirement Planning's TROW Position: Q2 2026 in Review

Peak Retirement Planning increased its T. Rowe Price (TROW) stake by 20% in Q2 2026, buying an estimated $535K and bringing the position to 30,933 shares worth $3.52M. The position accounts for 0.56% of the portfolio, ranked #51.

Peak Retirement Planning first reported a position in TROW in Q4 2024 and has held it in 7 quarters since. 1,156 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Peak Retirement Planning held 30,933 shares of T. Rowe Price worth $3.52M as of Q2 2026.
  • Peak Retirement Planning bought 5,233 T. Rowe Price shares in Q2 2026, an estimated $535K.
  • T. Rowe Price made up 0.56% of Peak Retirement Planning's portfolio in Q2 2026, its #51 holding.
  • Peak Retirement Planning first reported a position in T. Rowe Price in Q4 2024 and has held it in 7 quarters since.
  • 1,156 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.