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

Wealthcare Capital 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	$1.09M	Buy	9,565 +93	+1%	+$9.51K	0.45%	51
2026 Q1	$854K	Sell	9,472 -16	-0.2%	-$1.55K	0.4%	56
2025 Q4	$971K	Sell	9,488 -325	-3%	-$33.5K	0.46%	47
2025 Q3	$1.01M	Buy	9,813 +52	+0.5%	+$5.46K	0.46%	43
2025 Q2	$942K	Buy	9,761 +332	+4%	+$30.5K	0.47%	38
2025 Q1	$866K	Buy	9,429 +115	+1%	+$12.2K	0.45%	37
2024 Q4	$1.05M	Buy	+9,314	New	+$1.08M	0.55%	34

Other funds holding TROW

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $416M AUM

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

Wealthcare Capital Partners increased its T. Rowe Price (TROW) stake by 0.98% in Q2 2026, buying an estimated $9.51K and bringing the position to 9,565 shares worth $1.09M. The position accounts for 0.45% of the portfolio, ranked #51.

Wealthcare Capital Partners first reported a position in TROW in Q4 2024 and has held it in 7 quarters since. 503 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

Wealthcare Capital Partners held 9,565 shares of T. Rowe Price worth $1.09M as of Q2 2026.
Wealthcare Capital Partners bought 93 T. Rowe Price shares in Q2 2026, an estimated $9.51K.
T. Rowe Price made up 0.45% of Wealthcare Capital Partners's portfolio in Q2 2026, its #51 holding.
Wealthcare Capital Partners first reported a position in T. Rowe Price in Q4 2024 and has held it in 7 quarters since.
503 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

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