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Measured Wealth Private Client Group, LLC

SEC CIK
0001720235
Latest filing
Aug 10, 2026

TROW holding history

Price T Rowe Group Inc in every 13F filed by Measured Wealth Private Client Group, 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)
52
Value
$5.91K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2021
Holdings of TROW by Measured Wealth Private Client Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202652$5.91K<0.1%00.0%UnchangedHolders
Q1 202652$4.69K<0.1%00.0%UnchangedHolders
Q4 202552$5.32K<0.1%00.0%UnchangedHolders
Q3 202552$5.34K<0.1%+52NewHolders
Q4 20210$00.0%−1,274−100.0%Sold outHolders
Q3 20211,274$251.0K0.1%−464−26.7%ReducedHolders
Q2 20211,738$344.0K0.1%+562+47.8%AddedHolders
Q1 20211,176$202.0K0.1%––Holders

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