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Timothy G. Youngquist 2020 Irrevocable Trust’s T. Rowe Price TROW Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-77
Closed -$6.94K – 453
2026
Q1 		$6.94K Buy
+77
New +$7.46K ﹤0.01% 441

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's TROW Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of T. Rowe Price (TROW) in Q2 2026, closing a stake of 77 shares — an estimated $6.94K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in TROW in Q1 2026 and held it in 1 quarter. The position peaked at $6.94K in Q1 2026. 1,113 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining T. Rowe Price position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 77 T. Rowe Price shares in Q2 2026, an estimated $6.94K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in T. Rowe Price in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's T. Rowe Price position peaked at $6.94K in Q1 2026.
  • 1,113 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.