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T. Rowe Price shares owned by Apex Wealth Management

Quarter-by-quarter ownership of T. Rowe Price (TROW) shares owned by Apex Wealth Management from 13F filings

Historical chart of Apex Wealth Management investment in T. Rowe Price

Tip: Access up to 7 years of quarterly data

All positions including T. Rowe Price held by Apex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in T. Rowe Price by Apex Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $537k 6.0k 90.14
2025-09-30 $596k 5.8k 102.65
2025-06-30 $553k 5.7k 96.50
2025-03-31 $514k 5.6k 91.87

More positions owned by Apex Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Trust Ishare 0-1 (SHV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Morningstar Valu (ILCV)
Tesla Motors (TSLA)
Amazon (AMZN)
Fidelity Covington Trust Intl Multifactor (FDEV)

View all positions for Apex Wealth Management

Top funds holding T. Rowe Price

Vanguard Group
BlackRock
State Street Corporation
Goldman Sachs Group
Charles Schwab Investment Management
Geode Capital Management
Fayez Sarofim & Co
Invesco
First Trust Advisors
Northern Trust
UBS Group
Ubs Global Asset Management Americas
Provident Trust
Dimensional Fund Advisors
American Century Companies

View all funds holding T. Rowe Price