RWA
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River Wealth Advisors’s T. Rowe Price TROW Stock Holding History

River Wealth 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
2026
Q1 		$281K Sell
3,121
-400
-11% -$38.8K 0.03% 181
2025
Q4 		$360K Sell
3,521
-140
-4% -$14.4K 0.04% 167
2025
Q3 		$376K Hold
3,661
– – 0.04% 168
2025
Q2 		$353K Sell
3,661
-185
-5% -$17K 0.04% 170
2025
Q1 		$353K Sell
3,846
-363
-9% -$38.4K 0.05% 165
2024
Q4 		$476K Sell
4,209
-511
-11% -$59.2K 0.06% 155
2024
Q3 		$514K Sell
4,720
-256
-5% -$28.1K 0.07% 147
2024
Q2 		$574K Hold
4,976
– – 0.08% 133
2024
Q1 		$607K Buy
4,976
+22
+0.4% +$2.46K 0.09% 130
2023
Q4 		$533K Sell
4,954
-1,840
-27% -$183K 0.09% 139
2023
Q3 		$712K Buy
6,794
+16
+0.2% +$1.8K 0.13% 123
2023
Q2 		$759K Sell
6,778
-25
-0.4% -$2.74K 0.13% 129
2023
Q1 		$768K Sell
6,803
-25
-0.4% -$2.86K 0.14% 126
2022
Q4 		$745K Sell
6,828
-487
-7% -$55.1K 0.14% 121
2022
Q3 		$768K Sell
7,315
-1,284
-15% -$153K 0.17% 117
2022
Q2 		$977K Buy
8,599
+13
+0.2% +$1.65K 0.18% 119
2022
Q1 		$1.3M Buy
8,586
+162
+2% +$25K 0.21% 99
2021
Q4 		$1.66M Sell
8,424
-279
-3% -$56.7K 0.26% 89
2021
Q3 		$1.71M Sell
8,703
-89
-1% -$18.7K 0.29% 85
2021
Q2 		$1.74M Sell
8,792
-267
-3% -$49.9K 0.3% 85
2021
Q1 		$1.55M Sell
9,059
-94
-1% -$15.4K 0.29% 88
2020
Q4 		$1.39M Sell
9,153
-362
-4% -$51.8K 0.3% 84
2020
Q3 		$1.22M Sell
9,515
-35
-0.4% -$4.63K 0.32% 85
2020
Q2 		$1.18M Buy
9,550
+9
+0.1% +$1.03K 0.36% 81
2020
Q1 		$932K Sell
9,541
-324
-3% -$39.7K 0.37% 76
2019
Q4 		$1.2M Sell
9,865
-18
-0.2% -$2.13K 0.41% 73
2019
Q3 		$1.13M Sell
9,883
-321
-3% -$35.7K 0.43% 74
2019
Q2 		$1.12M Sell
10,204
-192
-2% -$20.2K 0.44% 73
2019
Q1 		$1.04M Sell
10,396
-222
-2% -$21.4K 0.44% 76
2018
Q4 		$980K Sell
10,618
-685
-6% -$66.5K 0.44% 72
2018
Q3 		$1.23M Sell
11,303
-297
-3% -$34.4K 0.45% 75
2018
Q2 		$1.35M Sell
11,600
-19
-0.2% -$2.21K 0.52% 65
2018
Q1 		$1.25M Sell
11,619
-162
-1% -$18K 0.53% 70
2017
Q4 		$1.24M Sell
11,781
-287
-2% -$28K 0.51% 73
2017
Q3 		$1.09M Sell
12,068
-803
-6% -$66.4K 0.49% 77
2017
Q2 		$955K Sell
12,871
-16
-0.1% -$1.14K 0.44% 81
2017
Q1 		$878K Sell
12,887
-2,525
-16% -$179K 0.43% 82
2016
Q4 		$1.16M Sell
15,412
-193
-1% -$13.7K 0.59% 67
2016
Q3 		$1.04M Sell
15,605
-6
-0% -$418 0.57% 67
2016
Q2 		$1.14M Buy
15,611
+111
+0.7% +$8.27K 0.65% 59
2016
Q1 		$1.14M Buy
15,500
+38
+0.2% +$2.64K 0.68% 55
2015
Q4 		$1.1M Sell
15,462
-88
-0.6% -$6.46K 0.7% 54
2015
Q3 		$1.08M Sell
15,550
-250
-2% -$18.5K 0.74% 53
2015
Q2 		$1.23M Sell
15,800
-469
-3% -$37.9K 0.78% 49
2015
Q1 		$1.32M Buy
+16,269
New +$1.34M 0.82% 47

Other funds holding TROW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

River Wealth Advisors's TROW Position: Q1 2026 in Review

River Wealth Advisors reduced its T. Rowe Price (TROW) stake by 11% in Q1 2026, selling an estimated $38.8K and leaving 3,121 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #181.

River Wealth Advisors first reported a position in TROW in Q1 2015 and has held it in 45 quarters since. The position peaked at $1.74M in Q2 2021. 1,088 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

  • River Wealth Advisors held 3,121 shares of T. Rowe Price worth $281K as of Q1 2026.
  • River Wealth Advisors sold 400 T. Rowe Price shares in Q1 2026, an estimated $38.8K.
  • T. Rowe Price made up 0.03% of River Wealth Advisors's portfolio in Q1 2026, its #181 holding.
  • River Wealth Advisors first reported a position in T. Rowe Price in Q1 2015 and has held it in 45 quarters since.
  • River Wealth Advisors's T. Rowe Price position peaked at $1.74M in Q2 2021.
  • 1,088 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.