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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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return

Robertson Stephens Wealth Management's TMSL Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 31% in Q1 2026, selling an estimated $342K and leaving 19,928 shares worth $731K. The position accounts for 0.02% of the portfolio, ranked #352.

Robertson Stephens Wealth Management first reported a position in TMSL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.59M in Q4 2024. 151 funds tracked by Wall St. Rank hold TMSL as of Q1 2026.

  • Robertson Stephens Wealth Management held 19,928 shares of T. Rowe Price Small-Mid Cap ETF worth $731K as of Q1 2026.
  • Robertson Stephens Wealth Management sold 9,031 T. Rowe Price Small-Mid Cap ETF shares in Q1 2026, an estimated $342K.
  • T. Rowe Price Small-Mid Cap ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #352 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 6 quarters since.
  • Robertson Stephens Wealth Management's T. Rowe Price Small-Mid Cap ETF position peaked at $2.59M in Q4 2024.
  • 151 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.