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Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

TROW holding history

Price T Rowe Group Inc in every 13F filed by Sheets Smith Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TROW overviewAll 13F holders of TROWFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of TROW by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−2,389−100.0%Sold outHolders
Q4 20242,389$270.2K<0.1%−60−2.4%ReducedHolders
Q3 20242,449$266.7K<0.1%−181−6.9%ReducedHolders
Q2 20242,630$303.2K<0.1%+78+3.1%AddedHolders
Q1 20242,552$311.2K<0.1%+45+1.8%AddedHolders
Q4 20232,507$270.0K<0.1%−518−17.1%ReducedHolders
Q3 20233,025$317.2K<0.1%+24+0.8%AddedHolders
Q2 20233,001$336.2K<0.1%+27+0.9%AddedHolders
Q1 20232,974$335.7K0.1%−24−0.8%ReducedHolders
Q4 20222,998$327.0K0.1%−397−11.7%ReducedHolders
Q3 20223,395$356.0K0.1%−315−8.5%ReducedHolders
Q2 20223,710$421.0K0.1%−282−7.1%ReducedHolders
Q1 20223,992$604.0K0.1%−240−5.7%ReducedHolders
Q4 20214,232$832.0K0.1%−75−1.7%ReducedHolders
Q3 20214,307$847.0K0.1%−74−1.7%ReducedHolders
Q2 20214,381$867.0K0.1%+15+0.3%AddedHolders
Q1 20214,366$749.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.