YHB Investment Advisors, Inc.

Position in TROW — Price T Rowe Group Inc

CIK 1469219 West Hartford, CT

Position in TROW

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$207,370

+$153 QoQ

Shares Held

1,824

-9.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#896

of 1,147 holders

Holding Since

Jun 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

YHB Investment Advisors, Inc. holds $6,743,441 across 7 Asset Management names. TROW ranks #7 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	3,223	$3,099,107
2	APO	Apollo Global Management, Inc.	12,187	$1,441,843
3	NMZ	Nuveen Municipal High Income Opportunity Fund	82,213	$868,991
4	BX	Blackstone Inc.	3,910	$460,089
5	CEF	Sprott Physical Gold & Silver Trust	11,105	$446,754
6	AMP	Ameriprise Financial Inc	478	$219,287
7	TROW	Price T Rowe Group Inc This page	1,824	$207,370

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,370	1,824	-9.9%	Shares	Sole	2026-07-14
2025-12-31	$207,217	2,024	-4.7%	Shares	Sole	2026-01-16
2025-09-30	$218,007	2,124	+30.8%	Shares	Sole	2025-10-08
2022-03-31	$245,532	1,624	0.0%	Shares	Sole	2022-04-14
2021-09-30	$319,440	1,624	0.0%	Shares	Sole	2021-10-28
2021-06-30	$321,503	1,624	0.0%	Shares	Sole	2021-07-15
2021-03-31	$278,678	1,624	0.0%	Shares	Sole	2021-04-22
2020-12-31	$245,857	1,624	+1.5%	Shares	Sole	2021-01-21
2020-09-30	$205,152	1,600	-3.4%	Shares	Sole	2020-11-02
2020-06-30	$204,639	1,657	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.