RA
TROW icon

Rise Advisors’s T. Rowe Price TROW Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-110
Closed -$11.3K – 1316
2025
Q3 		$11.3K Sell
110
-76
-41% -$7.99K ﹤0.01% 928
2025
Q2 		$17.9K Sell
186
-1,214
-87% -$111K 0.01% 602
2025
Q1 		$129K Buy
1,400
+1,226
+705% +$130K 0.06% 122
2024
Q4 		$19.7K Buy
174
+2
+1% +$232 0.01% 671
2024
Q3 		$18.8K Buy
172
+1
+0.6% +$110 0.01% 731
2024
Q2 		$19.7K Buy
171
+2
+1% +$230 0.01% 648
2024
Q1 		$20.6K Buy
+169
New +$18.9K 0.01% 634
2023
Q4 		– Sell
-17
Closed -$1.81K – 669
2023
Q3 		$1.81K Sell
17
-134
-89% -$15.1K ﹤0.01% 480
2023
Q2 		$16.9K Sell
151
-62
-29% -$6.79K 0.01% 260
2023
Q1 		$24.1K Buy
213
+2
+0.9% +$229 0.02% 229
2022
Q4 		$23K Buy
211
+3
+1% +$339 0.02% 232
2022
Q3 		$22K Buy
208
+2
+1% +$239 0.02% 233
2022
Q2 		$23K Buy
206
+27
+15% +$3.43K 0.02% 217
2022
Q1 		$27K Buy
179
+155
+646% +$23.9K 0.02% 215
2021
Q4 		$4.69K Buy
+24
New +$4.88K ﹤0.01% 408

Other funds holding TROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Rise Advisors's TROW Position: Q4 2025 in Review

Rise Advisors sold out of T. Rowe Price (TROW) in Q4 2025, closing a stake of 110 shares — an estimated $11.3K sold.

Rise Advisors first reported a position in TROW in Q4 2021 and held it in 15 quarters. The position peaked at $129K in Q1 2025. 1,125 funds tracked by Wall St. Rank hold TROW as of Q4 2025.

  • Rise Advisors reported no remaining T. Rowe Price position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 110 T. Rowe Price shares in Q4 2025, an estimated $11.3K.
  • Rise Advisors first reported a position in T. Rowe Price in Q4 2021 and held it in 15 quarters.
  • Rise Advisors's T. Rowe Price position peaked at $129K in Q1 2025.
  • 1,125 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.