True Wealth Design
TROW icon

True Wealth Design’s T. Rowe Price TROW Stock Holding History

True Wealth Design’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
Q3 		$29.8K Buy
286
+60
+27% +$6.72K 0.01% 703
2026
Q2 		$25.7K Buy
226
+43
+23% +$4.4K 0.01% 726
2026
Q1 		$16.5K Buy
183
+77
+73% +$7.46K ﹤0.01% 790
2025
Q4 		$10.9K Buy
106
+15
+16% +$1.55K ﹤0.01% 829
2025
Q3 		$9.31K Buy
91
+29
+47% +$3.05K ﹤0.01% 859
2025
Q2 		$5.95K Buy
62
+18
+41% +$1.65K ﹤0.01% 742
2025
Q1 		$4.01K Sell
44
-298
-87% -$31.5K ﹤0.01% 755
2024
Q4 		$38.6K Buy
342
+6
+2% +$695 0.02% 214
2024
Q3 		$36.6K Buy
+336
New +$36.9K 0.01% 200

Other funds holding TROW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
L.K. Benson & Company
L.K. Benson & Company Baltimore, Maryland $337M AUM 7.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

True Wealth Design's TROW Position: Q3 2026 in Review

True Wealth Design increased its T. Rowe Price (TROW) stake by 27% in Q3 2026, buying an estimated $6.72K and bringing the position to 286 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #703.

True Wealth Design first reported a position in TROW in Q3 2024 and has held it in 9 quarters since. The position peaked at $38.6K in Q4 2024. 773 funds tracked by Wall St. Rank hold TROW as of Q3 2026.

  • True Wealth Design held 286 shares of T. Rowe Price worth $29.8K as of Q3 2026.
  • True Wealth Design bought 60 T. Rowe Price shares in Q3 2026, an estimated $6.72K.
  • T. Rowe Price made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #703 holding.
  • True Wealth Design first reported a position in T. Rowe Price in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's T. Rowe Price position peaked at $38.6K in Q4 2024.
  • 773 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.