WCM Investment Management
TROW icon

WCM Investment Management’s T. Rowe Price TROW Stock Holding History

WCM Investment Management’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
2025
Q2 		– Sell
-37,262
Closed -$3.41M – 281
2025
Q1 		$3.41M Sell
37,262
-733
-2% -$77.5K 0.01% 199
2024
Q4 		$4.33M Buy
37,995
+23,023
+154% +$2.67M 0.01% 186
2024
Q3 		$1.64M Buy
14,972
+11,577
+341% +$1.27M ﹤0.01% 222
2024
Q2 		$392K Buy
3,395
+1,407
+71% +$162K ﹤0.01% 241
2024
Q1 		$242K Buy
1,988
+129
+7% +$14.4K ﹤0.01% 234
2023
Q4 		$203K Buy
+1,859
New +$185K ﹤0.01% 240

Other funds holding TROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WCM Investment Management's TROW Position: Q2 2025 in Review

WCM Investment Management sold out of T. Rowe Price (TROW) in Q2 2025, closing a stake of 37,262 shares — an estimated $3.41M sold.

WCM Investment Management first reported a position in TROW in Q4 2023 and held it in 6 quarters. The position peaked at $4.33M in Q4 2024. 1,074 funds tracked by Wall St. Rank hold TROW as of Q2 2025.

  • WCM Investment Management reported no remaining T. Rowe Price position as of Q2 2025 after selling out during the quarter.
  • WCM Investment Management sold 37,262 T. Rowe Price shares in Q2 2025, an estimated $3.41M.
  • WCM Investment Management first reported a position in T. Rowe Price in Q4 2023 and held it in 6 quarters.
  • WCM Investment Management's T. Rowe Price position peaked at $4.33M in Q4 2024.
  • 1,074 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2025.

Based on WCM Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.