Accurate Wealth Management
ROST icon

Accurate Wealth Management’s Ross Stores ROST Stock Holding History

Accurate Wealth Management’s Portfolio ROST Stock Details ROST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$451K Buy
1,997
+354
+22% +$83K 0.04% 399
2026
Q2 		$366K Buy
1,643
+217
+15% +$48.8K 0.03% 413
2026
Q1 		$316K Buy
1,426
+175
+14% +$34.9K 0.04% 412
2025
Q4 		$239K Buy
+1,251
New +$209K 0.03% 456
2023
Q1 		– Sell
-210
Closed -$25.2K – 1172
2022
Q4 		$25.2K Buy
+210
New +$21.4K 0.01% 617

Other funds holding ROST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Accurate Wealth Management's ROST Position: Q3 2026 in Review

Accurate Wealth Management increased its Ross Stores (ROST) stake by 22% in Q3 2026, buying an estimated $83K and bringing the position to 1,997 shares worth $451K. The position accounts for 0.04% of the portfolio, ranked #399.

Accurate Wealth Management first reported a position in ROST in Q4 2022 and has held it in 5 quarters since. 750 funds tracked by Wall St. Rank hold ROST as of Q3 2026.

  • Accurate Wealth Management held 1,997 shares of Ross Stores worth $451K as of Q3 2026.
  • Accurate Wealth Management bought 354 Ross Stores shares in Q3 2026, an estimated $83K.
  • Ross Stores made up 0.04% of Accurate Wealth Management's portfolio in Q3 2026, its #399 holding.
  • Accurate Wealth Management first reported a position in Ross Stores in Q4 2022 and has held it in 5 quarters since.
  • 750 funds tracked by Wall St. Rank held Ross Stores as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.