PCS
TROW icon

Personal CFO Solutions’s T. Rowe Price TROW Stock Holding History

Personal CFO Solutions’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 		$265K Sell
2,939
-88
-3% -$8.53K 0.04% 419
2025
Q4 		$310K Sell
3,027
-187
-6% -$19.3K 0.05% 357
2025
Q3 		$330K Buy
3,214
+225
+8% +$23.6K 0.06% 320
2025
Q2 		$288K Buy
2,989
+196
+7% +$18K 0.05% 342
2025
Q1 		$257K Buy
2,793
+33
+1% +$3.49K 0.05% 358
2024
Q4 		$312K Buy
2,760
+77
+3% +$8.92K 0.06% 307
2024
Q3 		$292K Buy
2,683
+145
+6% +$15.9K 0.04% 430
2024
Q2 		$293K Buy
2,538
+62
+3% +$7.13K 0.05% 391
2024
Q1 		$302K Buy
2,476
+541
+28% +$60.4K 0.05% 393
2023
Q4 		$208K Buy
1,935
+28
+1% +$2.79K 0.04% 480
2023
Q3 		$200K Sell
1,907
-692
-27% -$78K 0.04% 438
2023
Q2 		$291K Buy
2,599
+153
+6% +$16.8K 0.06% 338
2023
Q1 		$276K Buy
2,446
+313
+15% +$35.8K 0.06% 336
2022
Q4 		$233K Buy
+2,133
New +$241K 0.05% 375
2022
Q3 		– Sell
-2,335
Closed -$265K – 465
2022
Q2 		$265K Buy
2,335
+588
+34% +$74.7K 0.06% 299
2022
Q1 		$264K Buy
1,747
+443
+34% +$68.4K 0.05% 370
2021
Q4 		$256K Buy
+1,304
New +$265K 0.05% 371
2020
Q1 		– Sell
-2,112
Closed -$257K – 368
2019
Q4 		$257K Sell
2,112
-82
-4% -$9.68K 0.07% 254
2019
Q3 		$251K Buy
+2,194
New +$244K 0.1% 230

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

Personal CFO Solutions's TROW Position: Q1 2026 in Review

Personal CFO Solutions reduced its T. Rowe Price (TROW) stake by 2.9% in Q1 2026, selling an estimated $8.53K and leaving 2,939 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #419.

Personal CFO Solutions first reported a position in TROW in Q3 2019 and has held it in 19 quarters since. The position peaked at $330K in Q3 2025. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

  • Personal CFO Solutions held 2,939 shares of T. Rowe Price worth $265K as of Q1 2026.
  • Personal CFO Solutions sold 88 T. Rowe Price shares in Q1 2026, an estimated $8.53K.
  • T. Rowe Price made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #419 holding.
  • Personal CFO Solutions first reported a position in T. Rowe Price in Q3 2019 and has held it in 19 quarters since.
  • Personal CFO Solutions's T. Rowe Price position peaked at $330K in Q3 2025.
  • 1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.