Ritholtz Wealth Management’s T. Rowe Price TROW Stock Holding History

Ritholtz Wealth Management’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	$827K	Buy	+9,177	New	+$889K	0.01%	609
2023 Q3	–	Sell	-3,685	Closed	-$413K	–	743
2023 Q2	$413K	Buy	+3,685	New	+$403K	0.02%	471
2022 Q4	–	Sell	-4,395	Closed	-$462K	–	730
2022 Q3	$462K	Buy	+4,395	New	+$524K	0.02%	418
2022 Q1	–	Sell	-2,232	Closed	-$439K	–	618
2021 Q4	$439K	Buy	2,232 +31	+1%	+$6.3K	0.03%	326
2021 Q3	$433K	Buy	2,201 +333	+18%	+$70.1K	0.03%	301
2021 Q2	$370K	Buy	+1,868	New	+$349K	0.03%	325

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

Ritholtz Wealth Management's TROW Position: Q1 2026 in Review

Ritholtz Wealth Management opened a new position in T. Rowe Price (TROW) in Q1 2026: 9,177 shares worth $827K. The stake represents 0.01% of the portfolio and ranks #609 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in TROW as recently as Q2 2023.

Ritholtz Wealth Management first reported a position in TROW in Q2 2021 and has held it in 6 quarters since. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

Ritholtz Wealth Management held 9,177 shares of T. Rowe Price worth $827K as of Q1 2026.
T. Rowe Price was a new Ritholtz Wealth Management position in Q1 2026.
T. Rowe Price made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #609 holding.
Ritholtz Wealth Management first reported a position in T. Rowe Price in Q2 2021 and has held it in 6 quarters since.
1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.