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
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

LKBC
L.K. Benson & Company Baltimore, Maryland $332M AUM 19.03% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

YHB Investment Advisors's TROW Position: Q2 2026 in Review

YHB Investment Advisors opened a new position in T. Rowe Price (TROW) in Q2 2026: 1,824 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #309 among its holdings. This is a return to the name: YHB Investment Advisors previously reported a position in TROW as recently as Q4 2025.

YHB Investment Advisors first reported a position in TROW in Q4 2019 and has held it in 12 quarters since. The position peaked at $322K in Q2 2021. 360 funds tracked by Wall St. Rank hold TROW as of Q2 2026.

  • YHB Investment Advisors held 1,824 shares of T. Rowe Price worth $207K as of Q2 2026.
  • T. Rowe Price was a new YHB Investment Advisors position in Q2 2026.
  • T. Rowe Price made up 0.01% of YHB Investment Advisors's portfolio in Q2 2026, its #309 holding.
  • YHB Investment Advisors first reported a position in T. Rowe Price in Q4 2019 and has held it in 12 quarters since.
  • YHB Investment Advisors's T. Rowe Price position peaked at $322K in Q2 2021.
  • 360 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.