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T. Rowe Price shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management investment in T. Rowe Price

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in T. Rowe Price by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $44k 426 102.64
2025-06-30 $41k 426 96.50
2025-03-31 $39k 426 91.87

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View all positions for Smallwood Wealth Investment Management

Top funds holding T. Rowe Price

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

View all funds holding T. Rowe Price