SageView Advisory Group’s T. Rowe Price TROW Stock Holding History

SageView Advisory Group’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	-556	Closed	-$56.9K	–	2283
2025 Q4	$56.9K	Buy	+556	New	+$57.4K	﹤0.01%	1024

Other funds holding TROW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's TROW Position: Q1 2026 in Review

SageView Advisory Group sold out of T. Rowe Price (TROW) in Q1 2026, closing a stake of 556 shares — an estimated $56.9K sold.

SageView Advisory Group first reported a position in TROW in Q4 2025 and held it in 1 quarter. The position peaked at $56.9K in Q4 2025. 1,093 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

SageView Advisory Group reported no remaining T. Rowe Price position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 556 T. Rowe Price shares in Q1 2026, an estimated $56.9K.
SageView Advisory Group first reported a position in T. Rowe Price in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's T. Rowe Price position peaked at $56.9K in Q4 2025.
1,093 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.