Wealthcare Capital Partners, LLC
Position in TROW — Price T Rowe Group Inc
CIK 2053307
WEST CHESTER, PA
Position in TROW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,087,444
+$233,638 QoQ
Shares Held
9,565
+1.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#507
of 1,147 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TROW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealthcare Capital Partners, LLC holds $3,610,189 across 4 Asset Management names. TROW ranks #2 (30.1% of the industry book) .
All Filings in TROW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,087,444 | 9,565 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $853,806 | 9,472 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $971,381 | 9,488 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,007,206 | 9,813 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $941,936 | 9,761 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $866,242 | 9,429 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,053,320 | 9,314 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||