Robertson Stephens Wealth Management’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Robertson Stephens Wealth Management’s Portfolio TMSL Stock Details TMSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$770K	Sell	17,559 -2,369	-12%	-$96.7K	0.02%	367
2026 Q1	$731K	Sell	19,928 -9,031	-31%	-$342K	0.02%	352
2025 Q4	$1.04M	Buy	28,959 +1,290	+5%	+$45.8K	0.03%	296
2025 Q3	$973K	Sell	27,669 -5,848	-17%	-$199K	0.03%	256
2025 Q2	$1.1M	Sell	33,517 -6,338	-16%	-$195K	0.04%	261
2025 Q1	$1.21M	Sell	39,855 -40,354	-50%	-$1.31M	0.04%	245
2024 Q4	$2.59M	Buy	+80,209	New	+$2.67M	0.09%	171

Other funds holding TMSL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Robertson Stephens Wealth Management's TMSL Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 12% in Q2 2026, selling an estimated $96.7K and leaving 17,559 shares worth $770K. The position accounts for 0.02% of the portfolio, ranked #367.

Robertson Stephens Wealth Management first reported a position in TMSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.59M in Q4 2024. 165 funds tracked by Wall St. Rank hold TMSL as of Q2 2026.

Robertson Stephens Wealth Management held 17,559 shares of T. Rowe Price Small-Mid Cap ETF worth $770K as of Q2 2026.
Robertson Stephens Wealth Management sold 2,369 T. Rowe Price Small-Mid Cap ETF shares in Q2 2026, an estimated $96.7K.
T. Rowe Price Small-Mid Cap ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #367 holding.
Robertson Stephens Wealth Management first reported a position in T. Rowe Price Small-Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
Robertson Stephens Wealth Management's T. Rowe Price Small-Mid Cap ETF position peaked at $2.59M in Q4 2024.
165 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.