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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

True Wealth Design's TROW Position: Q2 2026 in Review

True Wealth Design increased its T. Rowe Price (TROW) stake by 23% in Q2 2026, buying an estimated $4.4K and bringing the position to 226 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #726.

True Wealth Design first reported a position in TROW in Q3 2024 and has held it in 8 quarters since. The position peaked at $38.6K in Q4 2024. 1,161 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • True Wealth Design held 226 shares of T. Rowe Price worth $25.7K as of Q2 2026.
  • True Wealth Design bought 43 T. Rowe Price shares in Q2 2026, an estimated $4.4K.
  • T. Rowe Price made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #726 holding.
  • True Wealth Design first reported a position in T. Rowe Price in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's T. Rowe Price position peaked at $38.6K in Q4 2024.
  • 1,161 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.