MOLLER WEALTH PARTNERS TROW — PRICE T ROWE GROUP INC COM

Ownership history in MOLLER WEALTH PARTNERS  ·  66 quarters on record

AI Ownership Summary

MOLLER WEALTH PARTNERS reported PRICE T ROWE GROUP INC COM (TROW) in 66 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.24% in 2024 Q1. The latest visible filing shows TROW at 0.09% 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 TROW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOLLER WEALTH PARTNERS's position in PRICE T ROWE GROUP INC COM, 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
2026 Q1

TROW was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2024 Q1

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 2026 Q1

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.

TROW stock page MOLLER WEALTH PARTNERS fund profile MOLLER WEALTH PARTNERS full holdings
How MOLLER WEALTH PARTNERS held TROW — position size vs. price
% of Fund (quarterly)    TROW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,800 -1,605 -25.1% 0.09% $433K 2026-04-14 $95.84
2025 Q4 REDUCED 11.1% -10.7% ✅ 6,405 -800 -11.1% 0.14% $656K 2026-01-08 $106.98
2025 Q3 UNCHANGED — — — 7,205 — 0% 0.15% $740K 2025-10-06 $102.88
2025 Q2 ADDED — — — 7,205 +5 +0.1% 0.15% $695K 2025-07-10 $99.02
2025 Q1 UNCHANGED — — — 7,200 — 0% 0.16% $661K 2025-04-09 $85.54
2024 Q4 UNCHANGED — — — 7,200 — 0% 0.21% $814K 2025-01-07 $105.85
2024 Q3 UNCHANGED — — — 7,200 — 0% 0.20% $784K 2024-10-09 $99.48
2024 Q2 UNCHANGED — — — 7,200 — 0% 0.22% $830K 2024-07-01 $104.19
2024 Q1 UNCHANGED — — — 7,200 — 0% 0.24% $878K 2024-04-11 $106.58
2023 Q4 UNCHANGED — — — 7,200 — 0% 0.22% $775K 2024-01-10 $96.21
56 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TROW

As of 2026 Q1 — sorted by position size

L.K. Benson & Company, P.C. 41.68% ANCHYRA PARTNERS LLC 12.64% PROVIDENT TRUST CO 3Y 7Y 3.87% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 2.76% Martin Capital Partners, LLC 3Y 7Y 1.85% Keystone Financial Planning, Inc. 3Y 7Y 1.65% Lafayette Investments, Inc. 3Y 7Y 1.57% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 1.38% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.35% ARGA Investment Management, LP 3Y 7Y 1.31%

FAQ About MOLLER WEALTH PARTNERS and TROW

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

How long has MOLLER WEALTH PARTNERS reported owning TROW?

MOLLER WEALTH PARTNERS reported TROW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TROW position in MOLLER WEALTH PARTNERS's portfolio?

The largest reported portfolio weight for TROW was 0.24% in 2024 Q1.

What is the latest reported TROW position on this page?

The most recent filing on this page is 2026 Q1, when MOLLER WEALTH PARTNERS reported 4,800 shares, equal to 0.09% of portfolio, with an estimated market value of $433K.

What does the chart on this TROW ownership page compare?

The chart compares MOLLER WEALTH PARTNERS's quarterly TROW 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.

How well did MOLLER WEALTH PARTNERS time their TROW position?

Based on 13F filing dates vs. subsequent TROW price moves, MOLLER WEALTH PARTNERS correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on TROW relative to SPY over the holding period was -5.6%.

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