Presilium Private Wealth’s T. Rowe Price TROW Stock Holding History

Presilium Private Wealth’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	$276K	Buy	2,426 +14	+0.6%	+$1.43K	0.04%	81
2026 Q1	$217K	Sell	2,412 -11	-0.5%	-$1.07K	0.04%	72
2025 Q4	$248K	Buy	2,423 +11	+0.5%	+$1.14K	0.05%	69
2025 Q3	$248K	Hold	2,412	–	–	0.05%	69
2025 Q2	$233K	Hold	2,412	–	–	0.05%	66
2025 Q1	$222K	Hold	2,412	–	–	0.05%	67
2024 Q4	$273K	Hold	2,412	–	–	0.06%	67
2024 Q3	$263K	Hold	2,412	–	–	0.06%	70
2024 Q2	$278K	Hold	2,412	–	–	0.07%	67
2024 Q1	$294K	Hold	2,412	–	–	0.08%	63
2023 Q4	$260K	Hold	2,412	–	–	0.07%	64
2023 Q3	$253K	Hold	2,412	–	–	0.08%	54
2023 Q2	$270K	Hold	2,412	–	–	0.09%	51
2023 Q1	$272K	Hold	2,412	–	–	0.11%	47
2022 Q4	$263K	Buy	+2,412	New	+$273K	0.11%	42

Other funds holding TROW

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Presilium Private Wealth's TROW Position: Q2 2026 in Review

Presilium Private Wealth increased its T. Rowe Price (TROW) stake by 0.58% in Q2 2026, buying an estimated $1.43K and bringing the position to 2,426 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #81.

Presilium Private Wealth first reported a position in TROW in Q4 2022 and has held it in 15 quarters since. The position peaked at $294K in Q1 2024. 1,159 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

Presilium Private Wealth held 2,426 shares of T. Rowe Price worth $276K as of Q2 2026.
Presilium Private Wealth bought 14 T. Rowe Price shares in Q2 2026, an estimated $1.43K.
T. Rowe Price made up 0.04% of Presilium Private Wealth's portfolio in Q2 2026, its #81 holding.
Presilium Private Wealth first reported a position in T. Rowe Price in Q4 2022 and has held it in 15 quarters since.
Presilium Private Wealth's T. Rowe Price position peaked at $294K in Q1 2024.
1,159 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.