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T. Rowe Price shares owned by Optimize Financial

Quarter-by-quarter ownership of T. Rowe Price (TROW) shares owned by Optimize Financial from 13F filings

Historical chart of Optimize Financial investment in T. Rowe Price

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

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Quarterly reported holdings in T. Rowe Price by Optimize Financial

Quarter filed Position value Share count Share price at filing
2025-06-30 $363k 3.8k 96.50
2025-03-31 $348k 3.8k 91.87

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Top funds holding T. Rowe Price

Vanguard Group
BlackRock
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Fayez Sarofim & Co
Invesco
UBS Group
Royal Bank of Canada
Provident Trust
Northern Trust
Ubs Global Asset Management Americas
Legal & General Group
Dimensional Fund Advisors
American Century Companies

View all funds holding T. Rowe Price