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Pinnacle Wealth Planning Services’s T. Rowe Price TROW Stock Holding History

Pinnacle Wealth Planning Services’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 		$23.1K Buy
256
+24
+10% +$2.33K ﹤0.01% 1622
2025
Q4 		$23.8K Buy
+232
New +$23.9K ﹤0.01% 1639
2022
Q2 		– Sell
-1,407
Closed -$213K – 476
2022
Q1 		$213K Buy
+1,407
New +$217K 0.04% 365
2021
Q1 		– Sell
-436
Closed -$66K – 1806
2020
Q4 		$66K Buy
+436
New +$62.4K 0.02% 666

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

Pinnacle Wealth Planning Services's TROW Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its T. Rowe Price (TROW) stake by 10% in Q1 2026, buying an estimated $2.33K and bringing the position to 256 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

Pinnacle Wealth Planning Services first reported a position in TROW in Q4 2020 and has held it in 4 quarters since. The position peaked at $213K in Q1 2022. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

  • Pinnacle Wealth Planning Services held 256 shares of T. Rowe Price worth $23.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 24 T. Rowe Price shares in Q1 2026, an estimated $2.33K.
  • T. Rowe Price made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1622 holding.
  • Pinnacle Wealth Planning Services first reported a position in T. Rowe Price in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's T. Rowe Price position peaked at $213K in Q1 2022.
  • 1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.