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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plato Investment Management's TROW Position: Q1 2026 in Review

Plato Investment Management held its T. Rowe Price (TROW) position steady in Q1 2026 at 16,450 shares worth $1.48M. The position accounts for 0.1% of the portfolio, ranked #209.

Plato Investment Management first reported a position in TROW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.85M in Q3 2025. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

Plato Investment Management held 16,450 shares of T. Rowe Price worth $1.48M as of Q1 2026.
Plato Investment Management left its T. Rowe Price share count unchanged in Q1 2026.
T. Rowe Price made up 0.1% of Plato Investment Management's portfolio in Q1 2026, its #209 holding.
Plato Investment Management first reported a position in T. Rowe Price in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's T. Rowe Price position peaked at $1.85M in Q3 2025.
1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.