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
Q2 		$333K Sell
2,925
-14
-0.5% -$1.43K 0.05% 366
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 $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

Personal CFO Solutions's TROW Position: Q2 2026 in Review

Personal CFO Solutions reduced its T. Rowe Price (TROW) stake by 0.48% in Q2 2026, selling an estimated $1.43K and leaving 2,925 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #366.

Personal CFO Solutions first reported a position in TROW in Q3 2019 and has held it in 20 quarters since. 1,164 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Personal CFO Solutions held 2,925 shares of T. Rowe Price worth $333K as of Q2 2026.
  • Personal CFO Solutions sold 14 T. Rowe Price shares in Q2 2026, an estimated $1.43K.
  • T. Rowe Price made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #366 holding.
  • Personal CFO Solutions first reported a position in T. Rowe Price in Q3 2019 and has held it in 20 quarters since.
  • 1,164 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.