UAG
TROW icon

United Advisor Group’s T. Rowe Price TROW Stock Holding History

United Advisor Group’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 		$298K Buy
2,867
+386
+16% +$43.3K 0.03% 451
2026
Q2 		$282K Buy
2,481
+102
+4% +$10.4K 0.03% 439
2026
Q1 		$214K Buy
2,379
+113
+5% +$10.9K 0.03% 478
2025
Q4 		$232K Sell
2,266
-53
-2% -$5.47K 0.03% 444
2025
Q3 		$238K Buy
2,319
+155
+7% +$16.3K 0.03% 414
2025
Q2 		$209K Sell
2,164
-18
-0.8% -$1.65K 0.04% 372
2025
Q1 		$200K Buy
2,182
+76
+4% +$8.03K 0.04% 340
2024
Q4 		$238K Sell
2,106
-73
-3% -$8.45K 0.05% 326
2024
Q3 		$237K Buy
2,179
+210
+11% +$23.1K 0.05% 306
2024
Q2 		$227K Buy
1,969
+230
+13% +$26.5K 0.07% 239
2024
Q1 		$212K Buy
+1,739
New +$194K 0.08% 201

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

United Advisor Group's TROW Position: Q3 2026 in Review

United Advisor Group increased its T. Rowe Price (TROW) stake by 16% in Q3 2026, buying an estimated $43.3K and bringing the position to 2,867 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #451.

United Advisor Group first reported a position in TROW in Q1 2024 and has held it in 11 quarters since. 773 funds tracked by Wall St. Rank hold TROW as of Q3 2026.

  • United Advisor Group held 2,867 shares of T. Rowe Price worth $298K as of Q3 2026.
  • United Advisor Group bought 386 T. Rowe Price shares in Q3 2026, an estimated $43.3K.
  • T. Rowe Price made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #451 holding.
  • United Advisor Group first reported a position in T. Rowe Price in Q1 2024 and has held it in 11 quarters since.
  • 773 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.