Principia Wealth Advisory’s T. Rowe Price TROW Stock Holding History

Principia Wealth Advisory’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	$2.73K	Buy	24 +4	+20%	+$409	﹤0.01%	506
2026 Q1	$1.8K	Buy	20 +5	+33%	+$484	﹤0.01%	545
2025 Q4	$1.54K	Buy	15 +1	+7%	+$103	﹤0.01%	538
2025 Q3	$1.44K	Buy	14 +2	+17%	+$210	﹤0.01%	521
2025 Q2	$1.16K	Buy	12 +3	+33%	+$275	﹤0.01%	522
2025 Q1	$811	Buy	9 +4	+80%	+$423	﹤0.01%	447
2024 Q4	$565	Buy	+5	New	+$579	﹤0.01%	508

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

Principia Wealth Advisory's TROW Position: Q2 2026 in Review

Principia Wealth Advisory increased its T. Rowe Price (TROW) stake by 20% in Q2 2026, buying an estimated $409 and bringing the position to 24 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Principia Wealth Advisory first reported a position in TROW in Q4 2024 and has held it in 7 quarters since. 1,161 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

Principia Wealth Advisory held 24 shares of T. Rowe Price worth $2.73K as of Q2 2026.
Principia Wealth Advisory bought 4 T. Rowe Price shares in Q2 2026, an estimated $409.
T. Rowe Price made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #506 holding.
Principia Wealth Advisory first reported a position in T. Rowe Price in Q4 2024 and has held it in 7 quarters since.
1,161 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.