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Wealthquest’s T. Rowe Price TROW Stock Holding History

Wealthquest’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 		$371K Buy
+3,262
New +$334K 0.02% 120

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

Wealthquest's TROW Position: Q2 2026 in Review

Wealthquest opened a new position in T. Rowe Price (TROW) in Q2 2026: 3,262 shares worth $371K. The stake represents 0.02% of the portfolio and ranks #120 among its holdings.

357 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Wealthquest held 3,262 shares of T. Rowe Price worth $371K as of Q2 2026.
  • T. Rowe Price was a new Wealthquest position in Q2 2026.
  • T. Rowe Price made up 0.02% of Wealthquest's portfolio in Q2 2026, its #120 holding.
  • 357 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.