Betterment LLC’s Ross Stores ROST Stock Holding History

Betterment LLC’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 Q2	$410K	Buy	1,928 +10	+0.5%	+$2.25K	﹤0.01%	527
2026 Q1	$415K	Buy	1,918 +4	+0.2%	+$797	﹤0.01%	474
2025 Q4	$345K	Sell	1,914 -52	-3%	-$8.68K	﹤0.01%	467
2025 Q3	$300K	Buy	1,966 +10	+0.5%	+$1.43K	﹤0.01%	454
2025 Q2	$250K	Hold	1,956	–	–	﹤0.01%	461
2025 Q1	$250K	Buy	1,956 +58	+3%	+$8.12K	﹤0.01%	424
2024 Q4	$287K	Hold	1,898	–	–	﹤0.01%	395
2024 Q3	$286K	Hold	1,898	–	–	﹤0.01%	377
2024 Q2	$276K	Buy	+1,898	New	+$262K	﹤0.01%	354

Other funds holding ROST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Betterment LLC's ROST Position: Q2 2026 in Review

Betterment LLC increased its Ross Stores (ROST) stake by 0.52% in Q2 2026, buying an estimated $2.25K and bringing the position to 1,928 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Betterment LLC first reported a position in ROST in Q2 2024 and has held it in 9 quarters since. The position peaked at $415K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

Betterment LLC held 1,928 shares of Ross Stores worth $410K as of Q2 2026.
Betterment LLC bought 10 Ross Stores shares in Q2 2026, an estimated $2.25K.
Ross Stores made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #527 holding.
Betterment LLC first reported a position in Ross Stores in Q2 2024 and has held it in 9 quarters since.
Betterment LLC's Ross Stores position peaked at $415K in Q1 2026.
1,413 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.