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

Spire 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 		$34.5K Sell
303
-47
-13% -$4.81K ﹤0.01% 1277
2026
Q1 		$31.6K Sell
350
-38
-10% -$3.68K ﹤0.01% 1297
2025
Q4 		$39.7K Buy
388
+5
+1% +$516 ﹤0.01% 1251
2025
Q3 		$39.3K Sell
383
-303
-44% -$31.8K ﹤0.01% 1314
2025
Q2 		$66.2K Sell
686
-178
-21% -$16.3K ﹤0.01% 1113
2025
Q1 		$79.3K Sell
864
-329
-28% -$34.8K ﹤0.01% 1125
2024
Q4 		$135K Buy
1,193
+7
+0.6% +$811 ﹤0.01% 936
2024
Q3 		$129K Sell
1,186
-82
-6% -$9K ﹤0.01% 842
2024
Q2 		$146K Sell
1,268
-1,712
-57% -$197K 0.01% 798
2024
Q1 		$363K Buy
2,980
+362
+14% +$40.4K 0.01% 605
2023
Q4 		$287K Sell
2,618
-39
-1% -$3.88K 0.01% 666
2023
Q3 		$279K Sell
2,657
-988
-27% -$111K 0.01% 610
2023
Q2 		$408K Sell
3,645
-208
-5% -$22.8K 0.02% 543
2023
Q1 		$435K Buy
3,853
+1,439
+60% +$164K 0.02% 524
2022
Q4 		$263K Buy
2,414
+320
+15% +$36.2K 0.01% 490
2022
Q3 		$220K Sell
2,094
-1,409
-40% -$168K 0.01% 506
2022
Q2 		$398K Sell
3,503
-1,847
-35% -$235K 0.02% 544
2022
Q1 		$809K Sell
5,350
-469
-8% -$72.4K 0.02% 439
2021
Q4 		$1.14M Sell
5,819
-377
-6% -$76.6K 0.03% 438
2021
Q3 		$1.22M Buy
6,196
+2,570
+71% +$541K 0.03% 367
2021
Q2 		$718K Buy
3,626
+537
+17% +$100K 0.02% 513
2021
Q1 		$485K Buy
+3,089
New +$507K 0.01% 680

Other funds holding TROW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Spire Wealth Management reduced its T. Rowe Price (TROW) stake by 13% in Q2 2026, selling an estimated $4.81K and leaving 303 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Spire Wealth Management first reported a position in TROW in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.22M in Q3 2021. 1,157 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Spire Wealth Management held 303 shares of T. Rowe Price worth $34.5K as of Q2 2026.
  • Spire Wealth Management sold 47 T. Rowe Price shares in Q2 2026, an estimated $4.81K.
  • T. Rowe Price made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1277 holding.
  • Spire Wealth Management first reported a position in T. Rowe Price in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's T. Rowe Price position peaked at $1.22M in Q3 2021.
  • 1,157 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.