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Ritter Daniher Financial Advisory’s T. Rowe Price TROW Stock Holding History

Ritter Daniher Financial 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 		$14.2K Sell
125
-84
-40% -$8.59K ﹤0.01% 394
2026
Q1 		$18.8K Buy
209
+2
+1% +$194 ﹤0.01% 368
2025
Q4 		$21.2K Buy
207
+82
+66% +$8.46K ﹤0.01% 358
2025
Q3 		$12.8K Hold
125
– – ﹤0.01% 306
2025
Q2 		$12.1K Hold
125
– – ﹤0.01% 250
2025
Q1 		$11.5K Hold
125
– – ﹤0.01% 241
2024
Q4 		$14.1K Buy
+125
New +$14.5K ﹤0.01% 227

Other funds holding TROW

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Ritter Daniher Financial Advisory's TROW Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its T. Rowe Price (TROW) stake by 40% in Q2 2026, selling an estimated $8.59K and leaving 125 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Ritter Daniher Financial Advisory first reported a position in TROW in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.2K in Q4 2025. 1,157 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Ritter Daniher Financial Advisory held 125 shares of T. Rowe Price worth $14.2K as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 84 T. Rowe Price shares in Q2 2026, an estimated $8.59K.
  • T. Rowe Price made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #394 holding.
  • Ritter Daniher Financial Advisory first reported a position in T. Rowe Price in Q4 2024 and has held it in 7 quarters since.
  • Ritter Daniher Financial Advisory's T. Rowe Price position peaked at $21.2K in Q4 2025.
  • 1,157 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.