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Wealthspire Advisors (New York)’s T. Rowe Price TROW Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$530K Sell
5,881
-4,448
-43% -$431K ﹤0.01% 558
2025
Q4 		$1.06M Buy
10,329
+1,433
+16% +$148K 0.01% 414
2025
Q3 		$913K Sell
8,896
-3,434
-28% -$361K ﹤0.01% 408
2025
Q2 		$1.19M Buy
12,330
+605
+5% +$55.6K 0.01% 353
2025
Q1 		$1.08M Sell
11,725
-780
-6% -$82.4K 0.01% 369
2024
Q4 		$1.41M Buy
12,505
+344
+3% +$39.8K 0.01% 305
2024
Q3 		$1.32M Buy
12,161
+252
+2% +$27.7K 0.01% 320
2024
Q2 		$1.37M Sell
11,909
-171
-1% -$19.7K 0.02% 257
2024
Q1 		$1.47M Sell
12,080
-1,854
-13% -$207K 0.02% 247
2023
Q4 		$1.5M Buy
13,934
+514
+4% +$51.2K 0.02% 245
2023
Q3 		$1.41M Sell
13,420
-629
-4% -$70.9K 0.02% 220
2023
Q2 		$1.57M Sell
14,049
-482
-3% -$52.8K 0.03% 176
2023
Q1 		$1.64M Buy
14,531
+1,230
+9% +$141K 0.03% 175
2022
Q4 		$1.45M Buy
13,301
+542
+4% +$61.3K 0.03% 193
2022
Q3 		$1.34M Buy
12,759
+12
+0.1% +$1.43K 0.03% 186
2022
Q2 		$1.45M Sell
12,747
-4
-0% -$508 0.03% 170
2022
Q1 		$1.93M Sell
12,751
-1,493
-10% -$231K 0.04% 129
2021
Q4 		$2.8M Buy
14,244
+502
+4% +$102K 0.06% 114
2021
Q3 		$2.7M Buy
+13,742
New +$2.89M 0.06% 137
2021
Q2 		– Sell
-18,365
Closed -$3.15M – 638
2021
Q1 		$3.15M Buy
18,365
+14,643
+393% +$2.4M 0.07% 121
2020
Q4 		$564K Buy
3,722
+1,851
+99% +$265K 0.02% 285
2020
Q3 		$240K Sell
1,871
-10
-0.5% -$1.32K 0.01% 266
2020
Q2 		$232K Sell
1,881
-1,489
-44% -$170K 0.02% 240
2020
Q1 		$329K Buy
+3,370
New +$413K 0.01% 362
2019
Q1 		– Sell
-152
Closed -$14K – 722
2018
Q4 		$14K Buy
+152
New +$14.8K ﹤0.01% 425

Other funds holding TROW

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s TROW Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its T. Rowe Price (TROW) stake by 43% in Q1 2026, selling an estimated $431K and leaving 5,881 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Wealthspire Advisors (New York) first reported a position in TROW in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.15M in Q1 2021. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

  • Wealthspire Advisors (New York) held 5,881 shares of T. Rowe Price worth $530K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 4,448 T. Rowe Price shares in Q1 2026, an estimated $431K.
  • T. Rowe Price made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #558 holding.
  • Wealthspire Advisors (New York) first reported a position in T. Rowe Price in Q4 2018 and has held it in 25 quarters since.
  • Wealthspire Advisors (New York)'s T. Rowe Price position peaked at $3.15M in Q1 2021.
  • 1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.