Sowell Financial Services’s T. Rowe Price TROW Stock Holding History

Sowell Financial Services’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	$213K	Buy	+1,870	New	+$191K	0.01%	1048
2023 Q2	–	Sell	-2,359	Closed	-$266K	–	809
2023 Q1	$266K	Buy	+2,359	New	+$270K	0.02%	606
2021 Q2	–	Sell	-413	Closed	-$78K	–	2534
2021 Q1	$78K	Hold	413	–	–	﹤0.01%	1481
2020 Q4	$63K	Hold	413	–	–	﹤0.01%	1314
2020 Q3	$53K	Sell	413 -241	-37%	-$31.9K	﹤0.01%	1191
2020 Q2	$81K	Buy	654 +247	+61%	+$28.2K	﹤0.01%	1026
2020 Q1	$40K	Sell	407 -966	-70%	-$118K	﹤0.01%	1132
2019 Q4	$167K	Buy	1,373 +5	+0.4%	+$590	0.01%	770
2019 Q3	$156K	Buy	+1,368	New	+$152K	0.01%	712
2019 Q1	$393K	Buy	3,927 +1,116	+40%	+$108K	0.04%	391
2018 Q4	$260K	Buy	2,811 +515	+22%	+$50K	0.04%	413
2018 Q3	$251K	Sell	2,296 -81	-3%	-$9.38K	0.04%	292
2018 Q2	$277K	Buy	+2,377	New	+$276K	0.06%	234
2017 Q1	–	Sell	-23	Closed	-$2K	–	542
2016 Q4	$2K	Buy	+23	New	+$1.63K	﹤0.01%	595

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

Sowell Financial Services's TROW Position: Q2 2026 in Review

Sowell Financial Services opened a new position in T. Rowe Price (TROW) in Q2 2026: 1,870 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #1048 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in TROW as recently as Q1 2023.

Sowell Financial Services first reported a position in TROW in Q4 2016 and has held it in 14 quarters since. The position peaked at $393K in Q1 2019. 1,161 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

Sowell Financial Services held 1,870 shares of T. Rowe Price worth $213K as of Q2 2026.
T. Rowe Price was a new Sowell Financial Services position in Q2 2026.
T. Rowe Price made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1048 holding.
Sowell Financial Services first reported a position in T. Rowe Price in Q4 2016 and has held it in 14 quarters since.
Sowell Financial Services's T. Rowe Price position peaked at $393K in Q1 2019.
1,161 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.