Precedent Wealth Partners’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Precedent Wealth Partners’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 Q3	$216K	Buy	4,194 +130	+3%	+$6.53K	0.03%	197
2026 Q2	$204K	Sell	4,064 -10,323	-72%	-$515K	0.03%	207
2026 Q1	$636K	Buy	14,387 +10,181	+242%	+$482K	0.13%	118
2025 Q4	$210K	Buy	+4,206	New	+$208K	0.04%	168

Other funds holding TCHP

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $347M AUM 28.17% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM

Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return

Precedent Wealth Partners's TCHP Position: Q3 2026 in Review

Precedent Wealth Partners increased its T. Rowe Price Blue Chip Growth ETF (TCHP) stake by 3.2% in Q3 2026, buying an estimated $6.53K and bringing the position to 4,194 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #197.

Precedent Wealth Partners first reported a position in TCHP in Q4 2025 and has held it in 4 quarters since. The position peaked at $636K in Q1 2026. 49 funds tracked by Wall St. Rank hold TCHP as of Q3 2026.

Precedent Wealth Partners held 4,194 shares of T. Rowe Price Blue Chip Growth ETF worth $216K as of Q3 2026.
Precedent Wealth Partners bought 130 T. Rowe Price Blue Chip Growth ETF shares in Q3 2026, an estimated $6.53K.
T. Rowe Price Blue Chip Growth ETF made up 0.03% of Precedent Wealth Partners's portfolio in Q3 2026, its #197 holding.
Precedent Wealth Partners first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2025 and has held it in 4 quarters since.
Precedent Wealth Partners's T. Rowe Price Blue Chip Growth ETF position peaked at $636K in Q1 2026.
49 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.