SWP
TROW icon

Sagespring Wealth Partners’s T. Rowe Price TROW Stock Holding History

Sagespring Wealth 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
Q1 		– Sell
-2,463
Closed -$252K – 846
2025
Q4 		$252K Buy
2,463
+333
+16% +$34.4K ﹤0.01% 684
2025
Q3 		$219K Sell
2,130
-584
-22% -$61.4K ﹤0.01% 700
2025
Q2 		$262K Sell
2,714
-65
-2% -$5.97K 0.01% 620
2025
Q1 		$255K Buy
2,779
+301
+12% +$31.8K 0.01% 567
2024
Q4 		$280K Buy
+2,478
New +$287K 0.01% 494

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

Sagespring Wealth Partners's TROW Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of T. Rowe Price (TROW) in Q1 2026, closing a stake of 2,463 shares — an estimated $252K sold.

Sagespring Wealth Partners first reported a position in TROW in Q4 2024 and held it in 5 quarters. The position peaked at $280K in Q4 2024. 1,089 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

  • Sagespring Wealth Partners reported no remaining T. Rowe Price position as of Q1 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 2,463 T. Rowe Price shares in Q1 2026, an estimated $252K.
  • Sagespring Wealth Partners first reported a position in T. Rowe Price in Q4 2024 and held it in 5 quarters.
  • Sagespring Wealth Partners's T. Rowe Price position peaked at $280K in Q4 2024.
  • 1,089 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.