Sequoia Financial Advisors’s T. Rowe Price TROW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.96M Buy
17,284
+8,230
+91% +$842K 0.01% 643
2026
Q1
$816K Buy
9,054
+1,741
+24% +$169K ﹤0.01% 992
2025
Q4
$749K Buy
7,313
+1,538
+27% +$159K ﹤0.01% 1051
2025
Q3
$593K Sell
5,775
-365
-6% -$38.4K ﹤0.01% 1047
2025
Q2
$593K Buy
6,140
+409
+7% +$37.6K ﹤0.01% 921
2025
Q1
$526K Buy
5,731
+213
+4% +$22.5K ﹤0.01% 835
2024
Q4
$624K Buy
5,518
+1,929
+54% +$223K 0.01% 731
2024
Q3
$391K Sell
3,589
-299
-8% -$32.8K ﹤0.01% 849
2024
Q2
$448K Buy
3,888
+987
+34% +$114K 0.01% 733
2024
Q1
$354K Sell
2,901
-744
-20% -$83.1K ﹤0.01% 798
2023
Q4
$393K Buy
3,645
+878
+32% +$87.5K ﹤0.01% 824
2023
Q3
$290K Sell
2,767
-75
-3% -$8.45K 0.01% 704
2023
Q2
$318K Sell
2,842
-424
-13% -$46.4K 0.01% 676
2023
Q1
$369K Sell
3,266
-362
-10% -$41.4K 0.01% 550
2022
Q4
$396K Sell
3,628
-9,233
-72% -$1.04M 0.01% 501
2022
Q3
$1.35M Sell
12,861
-34,451
-73% -$4.11M 0.04% 186
2022
Q2
$5.38M Buy
47,312
+44,665
+1,687% +$5.68M 0.15% 113
2022
Q1
$400K Buy
2,647
+963
+57% +$149K 0.01% 414
2021
Q4
$331K Buy
+1,684
New +$342K 0.01% 419
2021
Q3
Sell
-1,242
Closed -$246K 433
2021
Q2
$246K Buy
1,242
+24
+2% +$4.49K 0.01% 415
2021
Q1
$209K Buy
+1,218
New +$200K 0.01% 410
2019
Q3
Sell
-2,252
Closed -$247K 391
2019
Q2
$247K Sell
2,252
-111
-5% -$11.7K 0.02% 309
2019
Q1
$237K Sell
2,363
-13
-0.5% -$1.25K 0.02% 319
2018
Q4
$219K Sell
2,376
-27,890
-92% -$2.71M 0.03% 256
2018
Q3
$3.3M Buy
30,266
+126
+0.4% +$14.6K 0.33% 53
2018
Q2
$3.5M Buy
30,140
+215
+0.7% +$25K 0.37% 51
2018
Q1
$3.23M Buy
29,925
+58
+0.2% +$6.46K 0.34% 57
2017
Q4
$3.13M Sell
29,867
-768
-3% -$74.9K 0.33% 62
2017
Q3
$2.78M Buy
30,635
+1,074
+4% +$88.8K 0.33% 60
2017
Q2
$2.19M Buy
+29,561
New +$2.11M 0.27% 71

Other funds holding TROW

Sequoia Financial Advisors's TROW Position: Q2 2026 in Review

Sequoia Financial Advisors increased its T. Rowe Price (TROW) stake by 91% in Q2 2026, buying an estimated $842K and bringing the position to 17,284 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #643.

Sequoia Financial Advisors first reported a position in TROW in Q2 2017 and has held it in 30 quarters since. The position peaked at $5.38M in Q2 2022. 1,159 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Sequoia Financial Advisors held 17,284 shares of T. Rowe Price worth $1.96M as of Q2 2026.
  • Sequoia Financial Advisors bought 8,230 T. Rowe Price shares in Q2 2026, an estimated $842K.
  • T. Rowe Price made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #643 holding.
  • Sequoia Financial Advisors first reported a position in T. Rowe Price in Q2 2017 and has held it in 30 quarters since.
  • Sequoia Financial Advisors's T. Rowe Price position peaked at $5.38M in Q2 2022.
  • 1,159 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.