Skip to main content

Partnership Wealth Management, LLC

SEC CIK
0002010656
Latest filing
Jul 10, 2026

TROW holding history

Price T Rowe Group Inc in every 13F filed by Partnership Wealth Management, 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2023
Holdings of TROW by Partnership Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−11,699−100.0%Sold outHolders
Q2 202511,699$1.13M0.9%−658−5.3%ReducedHolders
Q1 202512,357$1.14M1.0%+111+0.9%AddedHolders
Q4 202412,246$1.38M1.2%+1,789+17.1%AddedHolders
Q3 202410,457$1.14M0.8%−2,089−16.7%ReducedHolders
Q2 202412,546$1.45M1.1%−4,819−27.8%ReducedHolders
Q1 202417,365$2.12M1.5%+14,285+463.8%AddedHolders
Q4 20233,080$334.0K0.3%–No prior filingHolders