SHP Wealth Management’s T. Rowe Price TROW Stock Holding History

SHP Wealth Management’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	$3.31K	Buy	37 +31	+517%	+$3K	﹤0.01%	1160
2025 Q4	$576	Buy	+6	New	+$619	﹤0.01%	1345

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's TROW Position: Q1 2026 in Review

SHP Wealth Management increased its T. Rowe Price (TROW) stake by 517% in Q1 2026, buying an estimated $3K and bringing the position to 37 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

SHP Wealth Management first reported a position in TROW in Q4 2025 and has held it in 2 quarters since. 1,090 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

SHP Wealth Management held 37 shares of T. Rowe Price worth $3.31K as of Q1 2026.
SHP Wealth Management bought 31 T. Rowe Price shares in Q1 2026, an estimated $3K.
T. Rowe Price made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1160 holding.
SHP Wealth Management first reported a position in T. Rowe Price in Q4 2025 and has held it in 2 quarters since.
1,090 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.