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Wealthcare Advisory Partners’s T. Rowe Price TROW Stock Holding History

Wealthcare Advisory Partners’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 		$686K Sell
6,034
-925
-13% -$94.6K 0.01% 617
2026
Q1 		$627K Buy
6,959
+513
+8% +$49.7K 0.01% 635
2025
Q4 		$660K Sell
6,446
-3,940
-38% -$407K 0.01% 609
2025
Q3 		$1.07M Buy
10,386
+723
+7% +$76K 0.02% 489
2025
Q2 		$932K Buy
9,663
+5,391
+126% +$495K 0.02% 498
2025
Q1 		$393K Sell
4,272
-134
-3% -$14.2K 0.01% 649
2024
Q4 		$498K Sell
4,406
-969
-18% -$112K 0.01% 568
2024
Q3 		$585K Buy
5,375
+454
+9% +$49.8K 0.02% 533
2024
Q2 		$567K Buy
4,921
+102
+2% +$11.7K 0.02% 507
2024
Q1 		$588K Buy
+4,819
New +$538K 0.02% 507
2021
Q2 		– Sell
-677
Closed -$116K – 1754
2021
Q1 		$116K Buy
+677
New +$111K 0.01% 629
2020
Q2 		– Sell
-278
Closed -$27K – 1262
2020
Q1 		$27K Buy
278
+20
+8% +$2.45K ﹤0.01% 651
2019
Q4 		$31K Buy
258
+1
+0.4% +$118 ﹤0.01% 651
2019
Q3 		$29K Buy
257
+2
+0.8% +$223 ﹤0.01% 663
2019
Q2 		$28K Buy
255
+2
+0.8% +$210 ﹤0.01% 642
2019
Q1 		$25K Buy
253
+2
+0.8% +$193 ﹤0.01% 610
2018
Q4 		$23K Buy
251
+2
+0.8% +$194 ﹤0.01% 594
2018
Q3 		$27K Buy
249
+1
+0.4% +$116 0.01% 606
2018
Q2 		$29K Buy
248
+2
+0.8% +$233 0.01% 581
2018
Q1 		$27K Buy
246
+1
+0.4% +$111 0.01% 531
2017
Q4 		$26K Buy
245
+1
+0.4% +$98 0.01% 490
2017
Q3 		$22K Buy
+244
New +$20.2K 0.01% 417

Other funds holding TROW

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
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 Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealthcare Advisory Partners's TROW Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its T. Rowe Price (TROW) stake by 13% in Q2 2026, selling an estimated $94.6K and leaving 6,034 shares worth $686K. The position accounts for 0.01% of the portfolio, ranked #617.

Wealthcare Advisory Partners first reported a position in TROW in Q3 2017 and has held it in 22 quarters since. The position peaked at $1.07M in Q3 2025. 284 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Wealthcare Advisory Partners held 6,034 shares of T. Rowe Price worth $686K as of Q2 2026.
  • Wealthcare Advisory Partners sold 925 T. Rowe Price shares in Q2 2026, an estimated $94.6K.
  • T. Rowe Price made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #617 holding.
  • Wealthcare Advisory Partners first reported a position in T. Rowe Price in Q3 2017 and has held it in 22 quarters since.
  • Wealthcare Advisory Partners's T. Rowe Price position peaked at $1.07M in Q3 2025.
  • 284 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.