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Planning Strategies Inc.’s T. Rowe Price TROW Stock Holding History

Planning Strategies Inc.’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 		$2.05K Buy
+18
New +$1.84K ﹤0.01% 586

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CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $416M AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Planning Strategies Inc.'s TROW Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in T. Rowe Price (TROW) in Q2 2026: 18 shares worth $2.05K. The stake represents ﹤0.01% of the portfolio and ranks #586 among its holdings.

444 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • Planning Strategies Inc. held 18 shares of T. Rowe Price worth $2.05K as of Q2 2026.
  • T. Rowe Price was a new Planning Strategies Inc. position in Q2 2026.
  • T. Rowe Price made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #586 holding.
  • 444 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.