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Root Financial Partners’s T. Rowe Price TROW Stock Holding History

Root Financial Partners’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 		– Sell
-387
Closed -$34.9K – 2965
2026
Q1 		$34.9K Buy
387
+16
+4% +$1.55K ﹤0.01% 1033
2025
Q4 		$38K Buy
371
+76
+26% +$7.84K ﹤0.01% 833
2025
Q3 		$30.3K Buy
+295
New +$31K ﹤0.01% 888

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

Root Financial Partners's TROW Position: Q2 2026 in Review

Root Financial Partners sold out of T. Rowe Price (TROW) in Q2 2026, closing a stake of 387 shares — an estimated $34.9K sold.

Root Financial Partners first reported a position in TROW in Q3 2025 and held it in 3 quarters. The position peaked at $38K in Q4 2025. 1,165 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Root Financial Partners reported no remaining T. Rowe Price position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 387 T. Rowe Price shares in Q2 2026, an estimated $34.9K.
  • Root Financial Partners first reported a position in T. Rowe Price in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's T. Rowe Price position peaked at $38K in Q4 2025.
  • 1,165 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.