James T. Borello RIA’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

James T. Borello RIA’s Portfolio TCHP Stock Details TCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.9M	Buy	212,492 +6,298	+3%	+$316K	2.27%	14
2026 Q2	$10.3M	Buy	206,194 +45,748	+29%	+$2.28M	2.23%	14
2026 Q1	$7.09M	Buy	160,446 +13,856	+9%	+$655K	1.79%	14
2025 Q4	$7.31M	Buy	146,590 +13,059	+10%	+$646K	1.88%	14
2025 Q3	$6.53M	Buy	133,531 +8,118	+6%	+$382K	1.77%	14
2025 Q2	$5.69M	Buy	125,413 +26,550	+27%	+$1.08M	1.66%	16
2025 Q1	$3.77M	Buy	98,863 +8,026	+9%	+$334K	1.21%	21
2024 Q4	$3.83M	Buy	90,837 +15,428	+20%	+$641K	1.43%	20
2024 Q3	$2.99M	Buy	75,409 +3,971	+6%	+$152K	1.21%	21
2024 Q2	$2.77M	Buy	71,438 +1,278	+2%	+$46.1K	1.22%	18
2024 Q1	$2.48M	Buy	70,160 +635	+0.9%	+$21.2K	1.13%	21
2023 Q4	$2.15M	Buy	+69,525	New	+$2.02M	1.76%	13

Other funds holding TCHP

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CHIA

Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM

SCM

Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

James T. Borello RIA's TCHP Position: Q3 2026 in Review

James T. Borello RIA increased its T. Rowe Price Blue Chip Growth ETF (TCHP) stake by 3.1% in Q3 2026, buying an estimated $316K and bringing the position to 212,492 shares worth $10.9M. The position accounts for 2.27% of the portfolio, ranked #14.

James T. Borello RIA first reported a position in TCHP in Q4 2023 and has held it in 12 quarters since. 29 funds tracked by Wall St. Rank hold TCHP as of Q3 2026.

James T. Borello RIA held 212,492 shares of T. Rowe Price Blue Chip Growth ETF worth $10.9M as of Q3 2026.
James T. Borello RIA bought 6,298 T. Rowe Price Blue Chip Growth ETF shares in Q3 2026, an estimated $316K.
T. Rowe Price Blue Chip Growth ETF made up 2.27% of James T. Borello RIA's portfolio in Q3 2026, its #14 holding.
James T. Borello RIA first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2023 and has held it in 12 quarters since.
29 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.