WG
TROW icon

Wealth Group’s T. Rowe Price TROW Stock Holding History

Wealth 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
Q2 		$889K Buy
7,822
+4,820
+161% +$493K 0.22% 65
2026
Q1 		$271K Buy
3,002
+2
+0.1% +$194 0.25% 72
2025
Q4 		$307K Buy
+3,000
New +$310K 0.3% 63
2025
Q2 		$349K Sell
3,622
-221
-6% -$20.3K 0.35% 61
2025
Q1 		$353K Buy
3,843
+40
+1% +$4.23K 0.23% 94
2024
Q4 		$430K Sell
3,803
-8
-0.2% -$926 0.28% 85
2024
Q3 		$415K Buy
3,811
+4
+0.1% +$439 0.28% 85
2024
Q2 		$439K Sell
3,807
-72
-2% -$8.28K 0.32% 77
2024
Q1 		$473K Buy
+3,879
New +$433K 0.36% 68

Other funds holding TROW

LKBC
L.K. Benson & Company Baltimore, Maryland $332M AUM 19.03% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $416M AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Group's TROW Position: Q2 2026 in Review

Wealth Group increased its T. Rowe Price (TROW) stake by 161% in Q2 2026, buying an estimated $493K and bringing the position to 7,822 shares worth $889K. The position accounts for 0.22% of the portfolio, ranked #65.

Wealth Group first reported a position in TROW in Q1 2024 and has held it in 9 quarters since. 332 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Wealth Group held 7,822 shares of T. Rowe Price worth $889K as of Q2 2026.
  • Wealth Group bought 4,820 T. Rowe Price shares in Q2 2026, an estimated $493K.
  • T. Rowe Price made up 0.22% of Wealth Group's portfolio in Q2 2026, its #65 holding.
  • Wealth Group first reported a position in T. Rowe Price in Q1 2024 and has held it in 9 quarters since.
  • 332 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.