Planning Strategies’s T. Rowe Price TROW Stock Holding History

Planning Strategies’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	$2.05K	Buy	+18	New	+$1.84K	﹤0.01%	586

Other funds holding TROW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Planning Strategies's TROW Position: Q2 2026 in Review

Planning Strategies opened a new position in T. Rowe Price (TROW) in Q2 2026: 18 shares worth $2.05K. The stake represents ﹤0.01% of the portfolio and ranks #586 among its holdings.

1,113 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

Planning Strategies held 18 shares of T. Rowe Price worth $2.05K as of Q2 2026.
T. Rowe Price was a new Planning Strategies position in Q2 2026.
T. Rowe Price made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #586 holding.
1,113 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.