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PlanVest Financial’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

PlanVest Financial’s Portfolio TCHP Stock Details TCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.5K Hold
549
– – 0.02% 300
2026
Q1 		$24.3K Buy
+549
New +$26K 0.02% 298

Other funds holding TCHP

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 22.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return

PlanVest Financial's TCHP Position: Q2 2026 in Review

PlanVest Financial held its T. Rowe Price Blue Chip Growth ETF (TCHP) position steady in Q2 2026 at 549 shares worth $27.5K. The position accounts for 0.02% of the portfolio, ranked #300.

PlanVest Financial first reported a position in TCHP in Q1 2026 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold TCHP as of Q2 2026.

  • PlanVest Financial held 549 shares of T. Rowe Price Blue Chip Growth ETF worth $27.5K as of Q2 2026.
  • PlanVest Financial left its T. Rowe Price Blue Chip Growth ETF share count unchanged in Q2 2026.
  • T. Rowe Price Blue Chip Growth ETF made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #300 holding.
  • PlanVest Financial first reported a position in T. Rowe Price Blue Chip Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.