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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

TROW holding history

Price T Rowe Group Inc in every 13F filed by Wealthspire 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)
9,146
Value
$1.04M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of TROW by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,146$1.04M<0.1%+3,265+55.5%AddedHolders
Q1 20265,881$530.1K<0.1%−4,448−43.1%ReducedHolders
Q4 202510,329$1.06M<0.1%+1,433+16.1%AddedHolders
Q3 20258,896$913.1K<0.1%−3,434−27.9%ReducedHolders
Q2 202512,330$1.19M<0.1%+605+5.2%AddedHolders
Q1 202511,725$1.08M<0.1%−780−6.2%ReducedHolders
Q4 202412,505$1.41M<0.1%+344+2.8%AddedHolders
Q3 202412,161$1.32M<0.1%+252+2.1%AddedHolders
Q2 202411,909$1.37M<0.1%−171−1.4%ReducedHolders
Q1 202412,080$1.47M<0.1%−1,854−13.3%ReducedHolders
Q4 202313,934$1.50M<0.1%+514+3.8%AddedHolders
Q3 202313,420$1.41M<0.1%−629−4.5%ReducedHolders
Q2 202314,049$1.57M<0.1%−482−3.3%ReducedHolders
Q1 202314,531$1.64M<0.1%+1,230+9.2%AddedHolders
Q4 202213,301$1.45M<0.1%+542+4.2%AddedHolders
Q3 202212,759$1.34M<0.1%+12+0.1%AddedHolders
Q2 202212,747$1.45M<0.1%−40.0%ReducedHolders
Q1 202212,751$1.93M<0.1%−1,493−10.5%ReducedHolders
Q4 202114,244$2.80M0.1%+502+3.7%AddedHolders
Q3 202113,742$2.70M0.1%+13,742NewHolders
Q2 20210$00.0%−18,365−100.0%Sold outHolders
Q1 202118,365$3.15M0.1%––Holders

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