TWP
TROW icon

Triad Wealth Partners’s T. Rowe Price TROW Stock Holding History

Triad Wealth Partners’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 		$225K Buy
+1,979
New +$202K 0.01% 515
2024
Q3 		– Sell
-29
Closed -$3.34K – 833
2024
Q2 		$3.34K Buy
+29
New +$3.33K ﹤0.01% 656

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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Triad Wealth Partners's TROW Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in T. Rowe Price (TROW) in Q2 2026: 1,979 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #515 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in TROW as recently as Q2 2024.

Triad Wealth Partners first reported a position in TROW in Q2 2024 and has held it in 2 quarters since. 1,164 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Triad Wealth Partners held 1,979 shares of T. Rowe Price worth $225K as of Q2 2026.
  • T. Rowe Price was a new Triad Wealth Partners position in Q2 2026.
  • T. Rowe Price made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #515 holding.
  • Triad Wealth Partners first reported a position in T. Rowe Price in Q2 2024 and has held it in 2 quarters since.
  • 1,164 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.