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Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

TROW holding history

Price T Rowe Group Inc in every 13F filed by GWM Advisors LLC, 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 (Q2 2026)
27,961
Value
$3.18M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of TROW by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,961$3.18M<0.1%−2,857−9.3%ReducedHolders
Q1 202630,818$2.78M<0.1%−7,581−19.7%ReducedHolders
Q4 202538,399$3.93M<0.1%+483+1.3%AddedHolders
Q3 202537,916$3.89M<0.1%+26,753+239.7%AddedHolders
Q2 202511,163$1.08M<0.1%+5,122+84.8%AddedHolders
Q1 20256,041$555.0K<0.1%−5,318−46.8%ReducedHolders
Q4 202411,359$1.28M<0.1%−93−0.8%ReducedHolders
Q3 202411,452$1.25M<0.1%−3,912−25.5%ReducedHolders
Q2 202415,364$1.77M<0.1%−2,712−15.0%ReducedHolders
Q1 202418,076$2.20M<0.1%+3,829+26.9%AddedHolders
Q4 202314,247$1.54M<0.1%+523+3.8%AddedHolders
Q3 202313,724$1.44M<0.1%−664−4.6%ReducedHolders
Q2 202314,388$1.61M<0.1%+613+4.5%AddedHolders
Q1 202313,775$1.50M<0.1%+1,422+11.5%AddedHolders
Q4 202212,353$873.8K<0.1%+2,861+30.1%AddedHolders
Q3 20229,492$997.0K<0.1%+1,312+16.0%AddedHolders
Q2 20228,180$929.0K<0.1%+8,180NewHolders
Q1 20220$00.0%−8,185−100.0%Sold outHolders
Q4 20218,185$1.61M<0.1%+5,090+164.5%AddedHolders
Q3 20213,095$609.0K<0.1%+184+6.3%AddedHolders
Q2 20212,911$576.0K<0.1%+1,160+66.2%AddedHolders
Q1 20211,751$300.0K<0.1%––Holders

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