RWM
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Ruedi Wealth Management’s T. Rowe Price TROW Stock Holding History

Ruedi Wealth Management’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
2025
Q2 		– Sell
-87
Closed -$7.99K – 297
2025
Q1 		$7.99K Hold
87
– – ﹤0.01% 180
2024
Q4 		$9.84K Hold
87
– – ﹤0.01% 167
2024
Q3 		$9.48K Hold
87
– – ﹤0.01% 176
2024
Q2 		$10K Hold
87
– – ﹤0.01% 182
2024
Q1 		$10.6K Buy
+87
New +$9.72K ﹤0.01% 159

Other funds holding TROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ruedi Wealth Management's TROW Position: Q2 2025 in Review

Ruedi Wealth Management sold out of T. Rowe Price (TROW) in Q2 2025, closing a stake of 87 shares — an estimated $7.99K sold.

Ruedi Wealth Management first reported a position in TROW in Q1 2024 and held it in 5 quarters. The position peaked at $10.6K in Q1 2024. 1,074 funds tracked by Wall St. Rank hold TROW as of Q2 2025.

  • Ruedi Wealth Management reported no remaining T. Rowe Price position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 87 T. Rowe Price shares in Q2 2025, an estimated $7.99K.
  • Ruedi Wealth Management first reported a position in T. Rowe Price in Q1 2024 and held it in 5 quarters.
  • Ruedi Wealth Management's T. Rowe Price position peaked at $10.6K in Q1 2024.
  • 1,074 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.