SC&H Financial Advisors’s T. Rowe Price TROW Stock Holding History

SC&H Financial Advisors’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	$240K	Buy	+2,115	New	+$216K	0.03%	151
2026 Q1	–	Sell	-2,105	Closed	-$216K	–	161
2025 Q4	$216K	Buy	2,105 +4	+0.2%	+$413	0.03%	156
2025 Q3	$216K	Sell	2,101 -1,689	-45%	-$178K	0.04%	144
2025 Q2	$366K	Buy	3,790 +5	+0.1%	+$459	0.06%	103
2025 Q1	$348K	Buy	3,785 +5	+0.1%	+$528	0.07%	108
2024 Q4	$428K	Buy	3,780 +1,821	+93%	+$211K	0.09%	95
2024 Q3	$213K	Buy	1,959 +180	+10%	+$19.8K	0.05%	148
2024 Q2	$205K	Hold	1,779	–	–	0.05%	138
2024 Q1	$217K	Buy	+1,779	New	+$199K	0.06%	135
2023 Q2	–	Sell	-1,779	Closed	-$201K	–	139
2023 Q1	$201K	Buy	+1,779	New	+$203K	0.07%	130
2022 Q3	–	Sell	-1,779	Closed	-$202K	–	135
2022 Q2	$202K	Hold	1,779	–	–	0.09%	135
2022 Q1	$269K	Hold	1,779	–	–	0.13%	129
2021 Q4	$350K	Buy	+1,779	New	+$361K	0.19%	111

Other funds holding TROW

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

SC&H Financial Advisors's TROW Position: Q2 2026 in Review

SC&H Financial Advisors opened a new position in T. Rowe Price (TROW) in Q2 2026: 2,115 shares worth $240K. The stake represents 0.03% of the portfolio and ranks #151 among its holdings. This is a return to the name: SC&H Financial Advisors previously reported a position in TROW as recently as Q4 2025.

SC&H Financial Advisors first reported a position in TROW in Q4 2021 and has held it in 13 quarters since. The position peaked at $428K in Q4 2024. 1,161 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

SC&H Financial Advisors held 2,115 shares of T. Rowe Price worth $240K as of Q2 2026.
T. Rowe Price was a new SC&H Financial Advisors position in Q2 2026.
T. Rowe Price made up 0.03% of SC&H Financial Advisors's portfolio in Q2 2026, its #151 holding.
SC&H Financial Advisors first reported a position in T. Rowe Price in Q4 2021 and has held it in 13 quarters since.
SC&H Financial Advisors's T. Rowe Price position peaked at $428K in Q4 2024.
1,161 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.