Wilkerson Advisory Group’s T. Rowe Price TROW Stock Holding History

Wilkerson Advisory Group’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	$13.2K	Hold	116	–	–	﹤0.01%	395
2026 Q1	$10.5K	Buy	+116	New	+$11.2K	﹤0.01%	397

Other funds holding TROW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Wilkerson Advisory Group's TROW Position: Q2 2026 in Review

Wilkerson Advisory Group held its T. Rowe Price (TROW) position steady in Q2 2026 at 116 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Wilkerson Advisory Group first reported a position in TROW in Q1 2026 and has held it in 2 quarters since. 1,160 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

Wilkerson Advisory Group held 116 shares of T. Rowe Price worth $13.2K as of Q2 2026.
Wilkerson Advisory Group left its T. Rowe Price share count unchanged in Q2 2026.
T. Rowe Price made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #395 holding.
Wilkerson Advisory Group first reported a position in T. Rowe Price in Q1 2026 and has held it in 2 quarters since.
1,160 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.