TRLGX β€” T ROWE PRICE INST LARGE-CAP GR

Ownership history in Dempze Nancy E  Β·  18 quarters on record

AI Ownership Summary

Dempze Nancy E reported T ROWE PRICE INST LARGE-CAP GR (TRLGX) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.46% in 2023 Q4. The latest visible filing shows TRLGX at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TRLGX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dempze Nancy E's position in T ROWE PRICE INST LARGE-CAP GR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TRLGX was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Dempze Nancy E held TRLGX β€” position size vs. price
% of Fund (quarterly)    TRLGX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 7,907 β€” 0% 0.35% $672K 2026-02-14 (Est.) $78.47
2025 Q3 UNCHANGED 7,907 β€” 0% 0.41% $752K 2025-11-10 $74.22
2025 Q2 REDUCED 7,907 -2,359 -23.0% 0.40% $699K 2025-07-23 $68.24
2025 Q1 REDUCED 10,266 -1,404 -12.0% 0.47% $778K 2025-05-06 $59.02
2024 Q4 ADDED 11,670 +4,454 +61.7% 0.55% $960K 2025-02-13 $64.96
2024 Q3 UNCHANGED 7,216 β€” 0% 0.33% $592K 2024-11-12 $60.31
2024 Q2 REDUCED 7,216 -254 -3.4% 0.40% $577K 2024-08-12 $52.86
2024 Q1 REDUCED 7,470 -18,988 -71.8% 0.42% $555K 2024-05-14 $51.36
2023 Q4 UNCHANGED 26,458 β€” 0% 1.46% $1.7M 2024-02-14 $49.68
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding TRLGX

As of 2025 Q4 β€” sorted by position size

FULTON BANK, N.A. 3Y 7Y 3.05% Garton & Associates Financial Advisors LLC 0.0%

FAQ About Dempze Nancy E and TRLGX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dempze Nancy E reported owning TRLGX?

Dempze Nancy E reported TRLGX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TRLGX position in Dempze Nancy E's portfolio?

The largest reported portfolio weight for TRLGX was 1.46% in 2023 Q4.

What is the latest reported TRLGX position on this page?

The most recent filing on this page is 2025 Q4, when Dempze Nancy E reported 7,907 shares, equal to 0.35% of portfolio, with an estimated market value of $672K.

What does the chart on this TRLGX ownership page compare?

The chart compares Dempze Nancy E's quarterly TRLGX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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