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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
Q2 		$10.7K Buy
94
+57
+154% +$5.83K ﹤0.01% 957
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

SHP Wealth Management's TROW Position: Q2 2026 in Review

SHP Wealth Management increased its T. Rowe Price (TROW) stake by 154% in Q2 2026, buying an estimated $5.83K and bringing the position to 94 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

SHP Wealth Management first reported a position in TROW in Q4 2025 and has held it in 3 quarters since. 1,169 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • SHP Wealth Management held 94 shares of T. Rowe Price worth $10.7K as of Q2 2026.
  • SHP Wealth Management bought 57 T. Rowe Price shares in Q2 2026, an estimated $5.83K.
  • T. Rowe Price made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #957 holding.
  • SHP Wealth Management first reported a position in T. Rowe Price in Q4 2025 and has held it in 3 quarters since.
  • 1,169 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.