Spirepoint Private Client’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Spirepoint Private Client’s Portfolio TCHP Stock Details TCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,000	Closed	-$381K	–	237
2025 Q1	$381K	Hold	10,000	–	–	0.05%	154
2024 Q4	$421K	Hold	10,000	–	–	0.05%	153
2024 Q3	$396K	Hold	10,000	–	–	0.05%	154
2024 Q2	$387K	Hold	10,000	–	–	0.05%	151
2024 Q1	$353K	Buy	+10,000	New	+$335K	0.05%	150

Other funds holding TCHP

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCOK

Trust Company of Kansas Wichita, Kansas $181M AUM 25.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return

Spirepoint Private Client's TCHP Position: Q2 2025 in Review

Spirepoint Private Client sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q2 2025, closing a stake of 10,000 shares — an estimated $381K sold.

Spirepoint Private Client first reported a position in TCHP in Q1 2024 and held it in 5 quarters. The position peaked at $421K in Q4 2024. 132 funds tracked by Wall St. Rank hold TCHP as of Q2 2025.

Spirepoint Private Client reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q2 2025 after selling out during the quarter.
Spirepoint Private Client sold 10,000 T. Rowe Price Blue Chip Growth ETF shares in Q2 2025, an estimated $381K.
Spirepoint Private Client first reported a position in T. Rowe Price Blue Chip Growth ETF in Q1 2024 and held it in 5 quarters.
Spirepoint Private Client's T. Rowe Price Blue Chip Growth ETF position peaked at $421K in Q4 2024.
132 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q2 2025.

Based on Spirepoint Private Client's 13F filing for Q2 2025, filed 16 Jul 2025.