Saxony Capital Management’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Saxony Capital Management’s Portfolio TCHP Stock Details TCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.76M	Buy	35,201 +9,785	+38%	+$488K	0.81%	32
2026 Q1	$1.12M	Buy	25,416 +1,108	+5%	+$52.4K	0.65%	42
2025 Q4	$1.21M	Buy	24,308 +15,850	+187%	+$784K	0.74%	37
2025 Q3	$413K	Buy	8,458 +3,358	+66%	+$158K	0.27%	83
2025 Q2	$231K	Sell	5,100 -700	-12%	-$28.5K	0.18%	111
2025 Q1	$221K	Buy	+5,800	New	+$241K	0.19%	107

Other funds holding TCHP

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $160M AUM

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return