Plato Investment Management’s T. Rowe Price TROW Stock Holding History

Plato Investment Management’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	$960K	Sell	8,495 -7,955	-48%	-$814K	0.05%	278
2026 Q1	$1.48M	Hold	16,450	–	–	0.1%	209
2025 Q4	$1.69M	Sell	16,450 -1,739	-10%	-$179K	0.11%	186
2025 Q3	$1.85M	Buy	18,189 +4,796	+36%	+$504K	0.13%	180
2025 Q2	$1.29M	Buy	13,393 +6	+0%	+$551	0.1%	216
2025 Q1	$1.24M	Sell	13,387 -1,356	-9%	-$143K	0.1%	217
2024 Q4	$1.67M	Sell	14,743 -129	-0.9%	-$14.9K	0.12%	178
2024 Q3	$1.62M	Buy	14,872 +223	+2%	+$24.5K	0.13%	178
2024 Q2	$1.69M	Buy	14,649 +2,825	+24%	+$325K	0.16%	142
2024 Q1	$1.44M	Buy	11,824 +11,489	+3,430%	+$1.28M	0.15%	164
2023 Q4	$36.1K	Buy	+335	New	+$33.4K	0.04%	263

Other funds holding TROW

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Plato Investment Management's TROW Position: Q2 2026 in Review

Plato Investment Management reduced its T. Rowe Price (TROW) stake by 48% in Q2 2026, selling an estimated $814K and leaving 8,495 shares worth $960K. The position accounts for 0.05% of the portfolio, ranked #278.

Plato Investment Management first reported a position in TROW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.85M in Q3 2025. 1,169 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

Plato Investment Management held 8,495 shares of T. Rowe Price worth $960K as of Q2 2026.
Plato Investment Management sold 7,955 T. Rowe Price shares in Q2 2026, an estimated $814K.
T. Rowe Price made up 0.05% of Plato Investment Management's portfolio in Q2 2026, its #278 holding.
Plato Investment Management first reported a position in T. Rowe Price in Q4 2023 and has held it in 11 quarters since.
Plato Investment Management's T. Rowe Price position peaked at $1.85M in Q3 2025.
1,169 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.