Swisher Financial Concepts’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Swisher Financial Concepts’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
2026 Q2	$293K	Sell	5,850 -8,713	-60%	-$435K	0.18%	52
2026 Q1	$643K	Sell	14,563 -2,520	-15%	-$119K	0.36%	42
2025 Q4	$852K	Buy	17,083 +338	+2%	+$16.7K	0.48%	33
2025 Q3	$818K	Sell	16,745 -1,388	-8%	-$65.3K	0.49%	32
2025 Q2	$822K	Sell	18,133 -1,354	-7%	-$55K	0.53%	32
2025 Q1	$742K	Sell	19,487 -3,537	-15%	-$147K	0.61%	29
2024 Q4	$970K	Sell	23,024 -30,075	-57%	-$1.25M	1.14%	18
2024 Q3	$2.08M	Buy	53,099 +26,420	+99%	+$1.01M	1.31%	17
2024 Q2	$1.05M	Sell	26,679 -28	-0.1%	-$1.01K	1.06%	16
2024 Q1	$940K	Sell	26,707 -2,120	-7%	-$70.9K	0.82%	21
2023 Q4	$900K	Buy	+28,827	New	+$836K	0.87%	21

Other funds holding TCHP

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return

MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return

Swisher Financial Concepts's TCHP Position: Q2 2026 in Review

Swisher Financial Concepts reduced its T. Rowe Price Blue Chip Growth ETF (TCHP) stake by 60% in Q2 2026, selling an estimated $435K and leaving 5,850 shares worth $293K. The position accounts for 0.18% of the portfolio, ranked #52.

Swisher Financial Concepts first reported a position in TCHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.08M in Q3 2024. 185 funds tracked by Wall St. Rank hold TCHP as of Q2 2026.

Swisher Financial Concepts held 5,850 shares of T. Rowe Price Blue Chip Growth ETF worth $293K as of Q2 2026.
Swisher Financial Concepts sold 8,713 T. Rowe Price Blue Chip Growth ETF shares in Q2 2026, an estimated $435K.
T. Rowe Price Blue Chip Growth ETF made up 0.18% of Swisher Financial Concepts's portfolio in Q2 2026, its #52 holding.
Swisher Financial Concepts first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2023 and has held it in 11 quarters since.
Swisher Financial Concepts's T. Rowe Price Blue Chip Growth ETF position peaked at $2.08M in Q3 2024.
185 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.