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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Advisor Group's TROW Position: Q1 2026 in Review

United Advisor Group increased its T. Rowe Price (TROW) stake by 5% in Q1 2026, buying an estimated $10.9K and bringing the position to 2,379 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #478.

United Advisor Group first reported a position in TROW in Q1 2024 and has held it in 9 quarters since. The position peaked at $238K in Q4 2024. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

United Advisor Group held 2,379 shares of T. Rowe Price worth $214K as of Q1 2026.
United Advisor Group bought 113 T. Rowe Price shares in Q1 2026, an estimated $10.9K.
T. Rowe Price made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #478 holding.
United Advisor Group first reported a position in T. Rowe Price in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's T. Rowe Price position peaked at $238K in Q4 2024.
1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.