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HB Wealth Management, LLC → TROW
HB Wealth Management, LLC TROW Position History
T. Rowe Price Group, Inc. • Financial Services
Quarters held
8
Latest value
$3.1M
Q3 2026
Peak value
$112.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.1M |
| Q4 2025 | $112.9M |
| Q1 2026 | $2.7M |
| Q1 2026 | $88.3M |
| Q2 2026 | $99M |
| Q2 2026 | $3.4M |
| Q3 2026 | $102.2M |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 30.0K | — | — |
| Q3 2026 | $102.2M | 981.8K | — | — |
| Q2 2026 | $3.4M | 30.0K | — | — |
| Q2 2026 | $99M | 870.7K | — | — |
| Q1 2026 | $88.3M | 980.0K | — | — |
| Q1 2026 | $2.7M | 30.0K | — | — |
| Q4 2025 | $112.9M | 1.10M | — | — |
| Q4 2025 | $3.1M | 30.0K | — | — |
Other funds holding TROW
$2.5B
$2.5B
$2.4B
$2.3B
$1.8B
$1.7B
$1.7B
$1.7B