WPC
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Wedmont Private Capital’s T. Rowe Price TROW Stock Holding History

Wedmont Private Capital’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
Q3 		$327K Buy
3,135
+899
+40% +$101K 0.01% 745
2026
Q2 		$265K Buy
+2,236
New +$229K 0.01% 791
2026
Q1 		– Sell
-2,347
Closed -$249K – 883
2025
Q4 		$249K Sell
2,347
-19
-0.8% -$1.96K 0.01% 699
2025
Q3 		$250K Buy
2,366
+137
+6% +$14.4K 0.01% 671
2025
Q2 		$226K Buy
+2,229
New +$205K 0.01% 687
2023
Q4 		– Sell
-2,288
Closed -$238K – 596
2023
Q3 		$238K Sell
2,288
-1,357
-37% -$153K 0.02% 432
2023
Q2 		$425K Sell
3,645
-264
-7% -$28.9K 0.05% 288
2023
Q1 		$432K Sell
3,909
-638
-14% -$72.9K 0.06% 248
2022
Q4 		$511K Buy
+4,547
New +$514K 0.08% 201
2022
Q3 		– Sell
-2,739
Closed -$311K – 403
2022
Q2 		$311K Buy
2,739
+1,115
+69% +$142K 0.07% 227
2022
Q1 		$253K Buy
+1,624
New +$251K 0.06% 267

Other funds holding TROW

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's TROW Position: Q3 2026 in Review

Wedmont Private Capital increased its T. Rowe Price (TROW) stake by 40% in Q3 2026, buying an estimated $101K and bringing the position to 3,135 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #745.

Wedmont Private Capital first reported a position in TROW in Q1 2022 and has held it in 11 quarters since. The position peaked at $511K in Q4 2022. 51 funds tracked by Wall St. Rank hold TROW as of Q3 2026.

  • Wedmont Private Capital held 3,135 shares of T. Rowe Price worth $327K as of Q3 2026.
  • Wedmont Private Capital bought 899 T. Rowe Price shares in Q3 2026, an estimated $101K.
  • T. Rowe Price made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #745 holding.
  • Wedmont Private Capital first reported a position in T. Rowe Price in Q1 2022 and has held it in 11 quarters since.
  • Wedmont Private Capital's T. Rowe Price position peaked at $511K in Q4 2022.
  • 51 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.