Principle Wealth Partners’s T. Rowe Price TROW Stock Holding History

Principle Wealth Partners’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	$814K	Hold	9,025	–	–	0.05%	188
2025 Q4	$924K	Sell	9,025 -100	-1%	-$10.3K	0.05%	173
2025 Q3	$937K	Hold	9,125	–	–	0.05%	173
2025 Q2	$881K	Sell	9,125 -822	-8%	-$75.5K	0.06%	170
2025 Q1	$914K	Buy	9,947 +810	+9%	+$85.6K	0.07%	165
2024 Q4	$1.03M	Hold	9,137	–	–	0.07%	152
2024 Q3	$995K	Hold	9,137	–	–	0.07%	159
2024 Q2	$1.05M	Hold	9,137	–	–	0.08%	152
2024 Q1	$1.11M	Hold	9,137	–	–	0.09%	150
2023 Q4	$984K	Buy	9,137 +150	+2%	+$14.9K	0.08%	155
2023 Q3	$942K	Hold	8,987	–	–	0.09%	151
2023 Q2	$1.01M	Buy	8,987 +214	+2%	+$23.4K	0.1%	140
2023 Q1	$990K	Buy	+8,773	New	+$1M	0.11%	137

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

Principle Wealth Partners's TROW Position: Q1 2026 in Review

Principle Wealth Partners held its T. Rowe Price (TROW) position steady in Q1 2026 at 9,025 shares worth $814K. The position accounts for 0.05% of the portfolio, ranked #188.

Principle Wealth Partners first reported a position in TROW in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.11M in Q1 2024. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

Principle Wealth Partners held 9,025 shares of T. Rowe Price worth $814K as of Q1 2026.
Principle Wealth Partners left its T. Rowe Price share count unchanged in Q1 2026.
T. Rowe Price made up 0.05% of Principle Wealth Partners's portfolio in Q1 2026, its #188 holding.
Principle Wealth Partners first reported a position in T. Rowe Price in Q1 2023 and has held it in 13 quarters since.
Principle Wealth Partners's T. Rowe Price position peaked at $1.11M in Q1 2024.
1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.