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Summit Wealth Group (Colorado)’s T. Rowe Price TROW Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-8,496
Closed -$374K – 614
2025
Q3 		$374K Buy
+8,496
New +$893K 0.04% 312

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Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Summit Wealth Group (Colorado)'s TROW Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of T. Rowe Price (TROW) in Q4 2025, closing a stake of 8,496 shares — an estimated $374K sold.

Summit Wealth Group (Colorado) first reported a position in TROW in Q3 2025 and held it in 1 quarter. The position peaked at $374K in Q3 2025. 1,126 funds tracked by Wall St. Rank hold TROW as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining T. Rowe Price position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 8,496 T. Rowe Price shares in Q4 2025, an estimated $374K.
  • Summit Wealth Group (Colorado) first reported a position in T. Rowe Price in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s T. Rowe Price position peaked at $374K in Q3 2025.
  • 1,126 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.