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T. Rowe Price shares owned by Live Oak Private Wealth

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

Historical chart of Live Oak Private Wealth investment in T. Rowe Price

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in T. Rowe Price by Live Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $685k 7.6k 90.14

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Top funds holding T. Rowe Price

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Goldman Sachs Group
Charles Schwab Investment Management
Geode Capital Management
Fayez Sarofim & Co
Invesco
Morgan Stanley
First Trust Advisors
Northern Trust
UBS Group
Ubs Global Asset Management Americas

View all funds holding T. Rowe Price