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Plante Moran Financial Advisors’s T. Rowe Price TROW Stock Holding History

Plante Moran Financial Advisors’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 		$20.3K Buy
178
+103
+137% +$10.5K ﹤0.01% 473
2026
Q1 		$6.76K Sell
75
-351
-82% -$34K ﹤0.01% 547
2025
Q4 		$43.6K Hold
426
– – ﹤0.01% 345
2025
Q3 		$43.7K Hold
426
– – ﹤0.01% 359
2025
Q2 		$41.1K Buy
426
+151
+55% +$13.9K ﹤0.01% 370
2025
Q1 		$25.3K Hold
275
– – ﹤0.01% 446
2024
Q4 		$31.1K Hold
275
– – ﹤0.01% 422
2024
Q3 		$30K Hold
275
– – ﹤0.01% 467
2024
Q2 		$31.7K Buy
275
+200
+267% +$23K ﹤0.01% 403
2024
Q1 		$9.14K Hold
75
– – ﹤0.01% 617
2023
Q4 		$8.08K Hold
75
– – ﹤0.01% 583
2023
Q3 		$7.87K Sell
75
-76
-50% -$8.56K ﹤0.01% 553
2023
Q2 		$16.9K Sell
151
-28
-16% -$3.07K ﹤0.01% 478
2023
Q1 		$20.2K Sell
179
-63
-26% -$7.2K ﹤0.01% 441
2022
Q4 		$26.4K Buy
242
+63
+35% +$7.13K ﹤0.01% 411
2022
Q3 		$19K Sell
179
-50
-22% -$5.96K ﹤0.01% 479
2022
Q2 		$26K Buy
229
+50
+28% +$6.36K ﹤0.01% 418
2022
Q1 		$27K Sell
179
-252
-58% -$38.9K 0.01% 437
2021
Q4 		$85K Buy
431
+57
+15% +$11.6K 0.01% 273
2021
Q3 		$74K Hold
374
– – 0.02% 312
2021
Q2 		$74K Sell
374
-31
-8% -$5.79K 0.02% 298
2021
Q1 		$69K Buy
405
+17
+4% +$2.79K 0.02% 301
2020
Q4 		$59K Buy
388
+14
+4% +$2K 0.02% 328
2020
Q3 		$48K Buy
374
+76
+26% +$10.1K 0.02% 327
2020
Q2 		$37K Buy
298
+28
+10% +$3.19K 0.01% 335
2020
Q1 		$26K Hold
270
– – 0.01% 350
2019
Q4 		$33K Sell
270
-26
-9% -$3.07K 0.01% 388
2019
Q3 		$34K Sell
296
-17
-5% -$1.89K 0.01% 403
2019
Q2 		$34K Buy
313
+43
+16% +$4.52K 0.01% 405
2019
Q1 		$27K Buy
270
+195
+260% +$18.8K 0.01% 432
2018
Q4 		$7K Hold
75
– – ﹤0.01% 557
2018
Q3 		$8K Hold
75
– – ﹤0.01% 537
2018
Q2 		$9K Hold
75
– – ﹤0.01% 562
2018
Q1 		$8K Hold
75
– – ﹤0.01% 646
2017
Q4 		$8K Hold
75
– – ﹤0.01% 638
2017
Q3 		$7K Hold
75
– – ﹤0.01% 612
2017
Q2 		$6K Hold
75
– – ﹤0.01% 648
2017
Q1 		$5K Sell
75
-139
-65% -$9.86K ﹤0.01% 709
2016
Q4 		$16K Buy
214
+139
+185% +$9.85K 0.01% 515
2016
Q3 		$5K Hold
75
– – ﹤0.01% 711
2016
Q2 		$5K Hold
75
– – ﹤0.01% 647
2016
Q1 		$6K Hold
75
– – ﹤0.01% 566
2015
Q4 		$5K Hold
75
– – ﹤0.01% 738
2015
Q3 		$5K Hold
75
– – ﹤0.01% 592
2015
Q2 		$6K Hold
75
– – ﹤0.01% 604
2015
Q1 		$6K Hold
75
– – ﹤0.01% 591
2014
Q4 		$6K Hold
75
– – ﹤0.01% 634
2014
Q3 		$6K Hold
75
– – 0.01% 654
2014
Q2 		$6K Hold
75
– – 0.01% 650
2014
Q1 		$6K Hold
75
– – 0.01% 447
2013
Q4 		$6K Hold
75
– – ﹤0.01% 520
2013
Q3 		$5K Hold
75
– – ﹤0.01% 477
2013
Q2 		$5K Buy
+75
New +$5.6K ﹤0.01% 443

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
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LKBC
L.K. Benson & Company Baltimore, Maryland $332M AUM 19.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Plante Moran Financial Advisors's TROW Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its T. Rowe Price (TROW) stake by 137% in Q2 2026, buying an estimated $10.5K and bringing the position to 178 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Plante Moran Financial Advisors first reported a position in TROW in Q2 2013 and has held it in 53 quarters since. The position peaked at $85K in Q4 2021. 688 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Plante Moran Financial Advisors held 178 shares of T. Rowe Price worth $20.3K as of Q2 2026.
  • Plante Moran Financial Advisors bought 103 T. Rowe Price shares in Q2 2026, an estimated $10.5K.
  • T. Rowe Price made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #473 holding.
  • Plante Moran Financial Advisors first reported a position in T. Rowe Price in Q2 2013 and has held it in 53 quarters since.
  • Plante Moran Financial Advisors's T. Rowe Price position peaked at $85K in Q4 2021.
  • 688 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.