Winch Advisory Services’s T. Rowe Price TROW Stock Holding History

Winch Advisory Services’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	$2.77K	Hold	24	–	–	﹤0.01%	450
2026 Q1	$2.17K	Hold	24	–	–	﹤0.01%	423
2025 Q4	$2.43K	Buy	24 +1	+4%	+$103	﹤0.01%	411
2025 Q3	$2.4K	Hold	23	–	–	﹤0.01%	411
2025 Q2	$2.23K	Hold	23	–	–	﹤0.01%	401
2025 Q1	$2.1K	Hold	23	–	–	﹤0.01%	412
2024 Q4	$2.55K	Buy	23 +1	+5%	+$116	﹤0.01%	422
2024 Q3	$2.43K	Hold	22	–	–	﹤0.01%	364
2024 Q2	$2.54K	Hold	22	–	–	﹤0.01%	362
2024 Q1	$2.66K	Hold	22	–	–	﹤0.01%	355
2023 Q4	$2.33K	Buy	22 +1	+5%	+$100	﹤0.01%	355
2023 Q3	$2K	Hold	21	–	–	﹤0.01%	372
2023 Q2	$2K	Hold	21	–	–	﹤0.01%	371
2023 Q1	$2K	Hold	21	–	–	﹤0.01%	367
2022 Q4	$2K	Buy	21 +1	+5%	+$113	﹤0.01%	346
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	337
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	358
2022 Q1	$3K	Hold	20	–	–	﹤0.01%	363
2021 Q4	$4K	Hold	20	–	–	﹤0.01%	352
2021 Q3	$4K	Hold	20	–	–	﹤0.01%	360
2021 Q2	$4K	Hold	20	–	–	﹤0.01%	360
2021 Q1	$3K	Hold	20	–	–	﹤0.01%	367
2020 Q4	$3K	Hold	20	–	–	﹤0.01%	352
2020 Q3	$3K	Hold	20	–	–	﹤0.01%	312
2020 Q2	$2K	Hold	20	–	–	﹤0.01%	343
2020 Q1	$2K	Buy	+20	New	+$2.45K	﹤0.01%	297
2017 Q2	–	Sell	-72	Closed	-$5K	–	315
2017 Q1	$5K	Hold	72	–	–	﹤0.01%	207
2016 Q4	$5K	Hold	72	–	–	﹤0.01%	188
2016 Q3	$5K	Hold	72	–	–	﹤0.01%	197
2016 Q2	$5K	Hold	72	–	–	0.01%	186
2016 Q1	$5K	Buy	+72	New	+$5K	0.01%	156

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

Winch Advisory Services's TROW Position: Q2 2026 in Review

Winch Advisory Services held its T. Rowe Price (TROW) position steady in Q2 2026 at 24 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Winch Advisory Services first reported a position in TROW in Q1 2016 and has held it in 31 quarters since. The position peaked at $5K in Q1 2017. 1,161 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

Winch Advisory Services held 24 shares of T. Rowe Price worth $2.77K as of Q2 2026.
Winch Advisory Services left its T. Rowe Price share count unchanged in Q2 2026.
T. Rowe Price made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #450 holding.
Winch Advisory Services first reported a position in T. Rowe Price in Q1 2016 and has held it in 31 quarters since.
Winch Advisory Services's T. Rowe Price position peaked at $5K in Q1 2017.
1,161 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.