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T. Rowe Price shares owned by Wealthquest

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

Historical chart of Wealthquest investment in T. Rowe Price

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

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Quarterly reported holdings in T. Rowe Price by Wealthquest

Quarter filed Position value Share count Share price at filing
2026-06-30 $371k 3.3k 113.69

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Vanguard Large Cap ETF Etf (VV)
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Innovator Defined Wealth Shield Etf (BALT)
SPDR S&P 1500 Etf (SPTM)
Vanguard Small Cap ETF Etf (VB)
Vanguard Russell 1000 Growth Etf (VONG)
iShares Core S&P Mid Cap Etf (IJH)
American Financial Group Stock (AFG)
Vanguard Mid Cap ETF Etf (VO)
DFA International Core Equity ETF Etf (DFAI)
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Vanguard Short Term Bond Etf (BSV)
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Procter & Gamble Stock (PG)

View all positions for Wealthquest

Top funds holding T. Rowe Price

BlackRock
State Street Corporation
Vanguard Capital Management
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
Dimensional Fund Advisors

View all funds holding T. Rowe Price