Position in TROW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,022,204
+$393,825 QoQ
Shares Held
17,787
-1.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#381
of 1,147 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in TROW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026United Asset Strategies, Inc. holds $6,437,996 across 3 Asset Management names. TROW ranks #2 (31.4% of the industry book) .
All Filings in TROW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,022,204 | 17,787 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,628,379 | 18,065 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,790,114 | 17,485 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,744,264 | 16,994 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,626,893 | 16,859 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,551,959 | 16,893 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,393,834 | 12,325 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,209,449 | 11,103 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,161,863 | 10,076 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,152,997 | 9,457 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $888,980 | 8,255 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,336,253 | 12,742 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,380,982 | 12,328 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,210,400 | 10,721 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $1,131,497 | 10,375 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,014,816 | 9,664 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,190,973 | 10,483 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $470,503 | 3,112 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||