YIA
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YHB Investment Advisors’s T. Rowe Price TROW Stock Holding History

YHB Investment Advisors’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
Q3 		– Sell
-1,824
Closed -$207K – 327
2026
Q2 		$207K Buy
+1,824
New +$187K 0.01% 309
2026
Q1 		– Sell
-2,024
Closed -$207K – 309
2025
Q4 		$207K Sell
2,024
-100
-5% -$10.3K 0.01% 295
2025
Q3 		$218K Buy
+2,124
New +$223K 0.02% 287
2022
Q2 		– Sell
-1,624
Closed -$246K – 296
2022
Q1 		$246K Hold
1,624
– – 0.02% 263
2021
Q4 		$319K Hold
1,624
– – 0.03% 256
2021
Q3 		$319K Hold
1,624
– – 0.03% 237
2021
Q2 		$322K Hold
1,624
– – 0.03% 240
2021
Q1 		$289K Hold
1,624
– – 0.03% 242
2020
Q4 		$246K Buy
1,624
+24
+2% +$3.43K 0.02% 256
2020
Q3 		$205K Sell
1,600
-57
-3% -$7.54K 0.02% 252
2020
Q2 		$205K Buy
+1,657
New +$189K 0.03% 174
2020
Q1 		– Sell
-1,657
Closed -$202K – 184
2019
Q4 		$202K Buy
+1,657
New +$196K 0.03% 186

Other funds holding TROW

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

YHB Investment Advisors's TROW Position: Q3 2026 in Review

YHB Investment Advisors sold out of T. Rowe Price (TROW) in Q3 2026, closing a stake of 1,824 shares — an estimated $207K sold.

YHB Investment Advisors first reported a position in TROW in Q4 2019 and held it in 12 quarters. The position peaked at $322K in Q2 2021. 51 funds tracked by Wall St. Rank hold TROW as of Q3 2026.

  • YHB Investment Advisors reported no remaining T. Rowe Price position as of Q3 2026 after selling out during the quarter.
  • YHB Investment Advisors sold 1,824 T. Rowe Price shares in Q3 2026, an estimated $207K.
  • YHB Investment Advisors first reported a position in T. Rowe Price in Q4 2019 and held it in 12 quarters.
  • YHB Investment Advisors's T. Rowe Price position peaked at $322K in Q2 2021.
  • 51 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.