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Triangle Securities Wealth Management

SEC CIK
0001541353
Latest filing
Jul 14, 2026

TROW holding history

Price T Rowe Group Inc in every 13F filed by Triangle Securities 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 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of TROW by Triangle Securities Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−1,889−100.0%Sold outHolders
Q4 20231,889$203.4K0.1%−255−11.9%ReducedHolders
Q3 20232,144$224.8K0.1%00.0%UnchangedHolders
Q2 20232,144$240.2K0.1%−150−6.5%ReducedHolders
Q1 20232,294$259.0K0.1%−60−2.5%ReducedHolders
Q4 20222,354$256.7K0.1%+15+0.6%AddedHolders
Q3 20222,339$246.0K0.1%+130+5.9%AddedHolders
Q2 20222,209$251.0K0.1%+330+17.6%AddedHolders
Q1 20221,879$284.0K0.1%+78+4.3%AddedHolders
Q4 20211,801$354.0K0.1%+215+13.6%AddedHolders
Q3 20211,586$312.0K0.1%−90−5.4%ReducedHolders
Q2 20211,676$332.0K0.1%−15−0.9%ReducedHolders
Q1 20211,691$290.0K0.1%––Holders

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