ROWLANDMILLER & PARTNERS.ADV TROW — T ROWE PRICE GROUP

Ownership history in ROWLANDMILLER & PARTNERS.ADV  ·  41 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported T ROWE PRICE GROUP (TROW) in 41 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.17% in 2024 Q1. The latest visible filing shows TROW at 0.63% 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 ROWLANDMILLER & PARTNERS.ADV's position in T ROWE PRICE GROUP, 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 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% 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 ROWLANDMILLER & PARTNERS.ADV fund profile ROWLANDMILLER & PARTNERS.ADV full holdings
How ROWLANDMILLER & PARTNERS.ADV 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 — — — 34,580 -1,077 -3.0% 0.63% $3K 2026-05-15 (Est.) $99.06
2025 Q4 REDUCED — — — 35,657 -424 -1.2% 0.70% $3.7M 2026-02-12 $91.79
2025 Q3 REDUCED 7.5% +3.1% ❌ 36,081 -2,914 -7.5% 0.73% $3.7M 2025-10-01 $98.38
2025 Q2 ADDED — — — 38,995 +794 +2.1% 0.78% $3.8M 2025-07-01 $94.89
2025 Q1 REDUCED 7.3% +6.5% ❌ 38,201 -3,020 -7.3% 0.74% $3.5M 2025-04-15 $83.09
2024 Q4 REDUCED 5.2% -17.6% ✅ 41,221 -2,258 -5.2% 0.97% $4.7M 2025-02-04 $108.12
2024 Q3 ADDED — — — 43,479 +103 +0.2% 0.96% $4.7M 2024-10-23 $101.44
2024 Q2 REDUCED — — — 43,376 -2,011 -4.4% 1.09% $5.0M 2024-07-29 $103.50
2024 Q1 ADDED — — — 45,387 +504 +1.1% 1.17% $5.5M 2024-04-08 $106.43
2023 Q4 REDUCED — — — 44,883 -2,269 -4.8% 1.11% $4.8M 2024-01-03 $95.22
31 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% 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% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 1.38% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.35% Capricorn Fund Managers Ltd 3Y 1.17% Exeter Financial, LLC 3Y 7Y 1.04% Carolina Wealth Advisors, LLC 3Y 0.9%

FAQ About ROWLANDMILLER & PARTNERS.ADV and TROW

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

How long has ROWLANDMILLER & PARTNERS.ADV reported owning TROW?

ROWLANDMILLER & PARTNERS.ADV reported TROW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TROW position in ROWLANDMILLER & PARTNERS.ADV's portfolio?

The largest reported portfolio weight for TROW was 1.17% in 2024 Q1.

What is the latest reported TROW position on this page?

The most recent filing on this page is 2026 Q1, when ROWLANDMILLER & PARTNERS.ADV reported 34,580 shares, equal to 0.63% of portfolio, with an estimated market value of $3K.

What does the chart on this TROW ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.ADV'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 ROWLANDMILLER & PARTNERS.ADV time their TROW position?

Based on 13F filing dates vs. subsequent TROW price moves, ROWLANDMILLER & PARTNERS.ADV correctly timed 14 out of 22 reported position changes (64%). The annualised alpha on TROW relative to SPY over the holding period was -12.1%.

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