Westside Investment Management’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Westside Investment Management’s Portfolio TMSL Stock Details TMSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$153K	Buy	4,165 +650	+18%	+$24.6K	0.02%	333
2025 Q4	$126K	Buy	3,515 +1,300	+59%	+$46.1K	0.02%	354
2025 Q3	$77.9K	Buy	2,215 +250	+13%	+$8.52K	0.01%	437
2025 Q2	$64.5K	Buy	1,965 +490	+33%	+$15.1K	0.01%	414
2025 Q1	$45K	Hold	1,475	–	–	0.01%	420
2024 Q4	$47.6K	Buy	1,475 +850	+136%	+$28.3K	0.01%	415
2024 Q3	$20.3K	Buy	625 +250	+67%	+$7.79K	﹤0.01%	582
2024 Q2	$11.3K	Buy	+375	New	+$11.4K	﹤0.01%	640

Other funds holding TMSL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return

Westside Investment Management's TMSL Position: Q1 2026 in Review

Westside Investment Management increased its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 18% in Q1 2026, buying an estimated $24.6K and bringing the position to 4,165 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #333.

Westside Investment Management first reported a position in TMSL in Q2 2024 and has held it in 8 quarters since. 151 funds tracked by Wall St. Rank hold TMSL as of Q1 2026.

Westside Investment Management held 4,165 shares of T. Rowe Price Small-Mid Cap ETF worth $153K as of Q1 2026.
Westside Investment Management bought 650 T. Rowe Price Small-Mid Cap ETF shares in Q1 2026, an estimated $24.6K.
T. Rowe Price Small-Mid Cap ETF made up 0.02% of Westside Investment Management's portfolio in Q1 2026, its #333 holding.
Westside Investment Management first reported a position in T. Rowe Price Small-Mid Cap ETF in Q2 2024 and has held it in 8 quarters since.
151 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.