SteelPeak Wealth’s T. Rowe Price TROW Stock Holding History

SteelPeak Wealth’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	$284K	Sell	2,501 -8,015	-76%	-$820K	0.01%	545
2026 Q1	$948K	Buy	10,516 +7,471	+245%	+$724K	0.03%	293
2025 Q4	$312K	Buy	3,045 +792	+35%	+$81.7K	0.01%	426
2025 Q3	$231K	Sell	2,253 -500	-18%	-$52.5K	0.01%	513
2025 Q2	$266K	Buy	2,753 +552	+25%	+$50.7K	0.01%	438
2025 Q1	$202K	Sell	2,201 -47	-2%	-$4.97K	0.01%	489
2024 Q4	$254K	Buy	+2,248	New	+$260K	0.01%	448

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

SteelPeak Wealth's TROW Position: Q2 2026 in Review

SteelPeak Wealth reduced its T. Rowe Price (TROW) stake by 76% in Q2 2026, selling an estimated $820K and leaving 2,501 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #545.

SteelPeak Wealth first reported a position in TROW in Q4 2024 and has held it in 7 quarters since. The position peaked at $948K in Q1 2026. 1,159 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

SteelPeak Wealth held 2,501 shares of T. Rowe Price worth $284K as of Q2 2026.
SteelPeak Wealth sold 8,015 T. Rowe Price shares in Q2 2026, an estimated $820K.
T. Rowe Price made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #545 holding.
SteelPeak Wealth first reported a position in T. Rowe Price in Q4 2024 and has held it in 7 quarters since.
SteelPeak Wealth's T. Rowe Price position peaked at $948K in Q1 2026.
1,159 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.