Sontag Advisory »

T. Rowe Price Capital Apprecia shares owned by Sontag Advisory

Quarter-by-quarter ownership of T. Rowe Price Capital Apprecia (PRWCX) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in T. Rowe Price Capital Apprecia

Tip: Access up to 7 years of quarterly data

All positions including T. Rowe Price Capital Apprecia held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in T. Rowe Price Capital Apprecia by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 28k 37.87

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

Top funds holding T. Rowe Price Capital Apprecia

Sontag Advisory
Coston, McIsaac & Partners
NBT Bank

View all funds holding T. Rowe Price Capital Apprecia