Creative Planning’s Ross Stores ROST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.9M | Buy |
147,282
+19,195
| +15% | +$3.82M | 0.02% | 299 |
|
|
2025
Q4 | $23.1M | Buy |
128,087
+16,553
| +15% | +$2.76M | 0.02% | 334 |
|
|
2025
Q3 | $17M | Buy |
111,534
+40,650
| +57% | +$5.8M | 0.01% | 404 |
|
|
2025
Q2 | $9.04M | Buy |
70,884
+5,540
| +8% | +$769K | 0.01% | 539 |
|
|
2025
Q1 | $8.35M | Buy |
65,344
+656
| +1% | +$91.8K | 0.01% | 546 |
|
|
2024
Q4 | $9.79M | Buy |
64,688
+4,775
| +8% | +$702K | 0.01% | 451 |
|
|
2024
Q3 | $9.02M | Buy |
59,913
+1,442
| +2% | +$213K | 0.01% | 469 |
|
|
2024
Q2 | $8.5M | Buy |
58,471
+4,286
| +8% | +$593K | 0.01% | 457 |
|
|
2024
Q1 | $7.95M | Buy |
54,185
+2,737
| +5% | +$392K | 0.01% | 470 |
|
|
2023
Q4 | $7.12M | Sell |
51,448
-2,015
| -4% | -$251K | 0.01% | 468 |
|
|
2023
Q3 | $6.04M | Buy |
53,463
+5,884
| +12% | +$675K | 0.01% | 475 |
|
|
2023
Q2 | $5.33M | Buy |
47,579
+9,069
| +24% | +$953K | 0.01% | 505 |
|
|
2023
Q1 | $4.09M | Sell |
38,510
-6,379
| -14% | -$716K | 0.01% | 558 |
|
|
2022
Q4 | $5.21M | Sell |
44,889
-14,560
| -24% | -$1.48M | 0.01% | 485 |
|
|
2022
Q3 | $5.01M | Buy |
59,449
+162
| +0.3% | +$13.8K | 0.01% | 437 |
|
|
2022
Q2 | $4.16M | Buy |
59,287
+4,487
| +8% | +$400K | 0.01% | 502 |
|
|
2022
Q1 | $4.96M | Buy |
54,800
+36,119
| +193% | +$3.44M | 0.01% | 456 |
|
|
2021
Q4 | $2.13M | Buy |
18,681
+511
| +3% | +$57.1K | ﹤0.01% | 666 |
|
|
2021
Q3 | $1.98M | Buy |
18,170
+421
| +2% | +$50.5K | ﹤0.01% | 690 |
|
|
2021
Q2 | $2.2M | Buy |
17,749
+120
| +0.7% | +$15K | ﹤0.01% | 641 |
|
|
2021
Q1 | $2.11M | Buy |
17,629
+911
| +5% | +$108K | ﹤0.01% | 703 |
|
|
2020
Q4 | $2.05M | Sell |
16,718
-480
| -3% | -$50.3K | ﹤0.01% | 665 |
|
|
2020
Q3 | $1.6M | Buy |
17,198
+513
| +3% | +$46K | ﹤0.01% | 638 |
|
|
2020
Q2 | $1.42M | Sell |
16,685
-239
| -1% | -$21.6K | ﹤0.01% | 618 |
|
|
2020
Q1 | $1.47M | Sell |
16,924
-743
| -4% | -$79.4K | 0.01% | 520 |
|
|
2019
Q4 | $2.06M | Buy |
17,667
+50
| +0.3% | +$5.63K | 0.01% | 508 |
|
|
2019
Q3 | $1.94M | Buy |
17,617
+206
| +1% | +$21.7K | 0.01% | 503 |
|
|
2019
Q2 | $1.73M | Buy |
17,411
+2,139
| +14% | +$208K | 0.01% | 545 |
|
|
2019
Q1 | $1.42M | Buy |
15,272
+201
| +1% | +$18.4K | 0.01% | 592 |
|
|
2018
Q4 | $1.25M | Buy |
15,071
+1,217
| +9% | +$110K | 0.01% | 581 |
|
|
2018
Q3 | $1.37M | Buy |
13,854
+375
| +3% | +$34.4K | 0.01% | 619 |
|
|
2018
Q2 | $1.14M | Buy |
13,479
+125
| +0.9% | +$10.2K | ﹤0.01% | 684 |
|
|
2018
Q1 | $1.04M | Sell |
13,354
-27
| -0.2% | -$2.14K | ﹤0.01% | 718 |
|
|
2017
Q4 | $1.07M | Sell |
13,381
-6,923
| -34% | -$484K | ﹤0.01% | 696 |
|
|
2017
Q3 | $1.31M | Sell |
20,304
-729
| -3% | -$41.9K | 0.01% | 596 |
|
|
2017
Q2 | $1.21M | Buy |
21,033
+7,177
| +52% | +$448K | 0.01% | 603 |
|
|
2017
Q1 | $913K | Buy |
13,856
+832
| +6% | +$55.6K | 0.01% | 713 |
|
|
2016
Q4 | $854K | Sell |
13,024
-1,369
| -10% | -$89.6K | 0.01% | 686 |
|
|
2016
Q3 | $925K | Buy |
14,393
+2,005
| +16% | +$123K | 0.01% | 625 |
|
|
2016
Q2 | $702K | Sell |
12,388
-13,931
| -53% | -$774K | 0.01% | 643 |
|
|
2016
Q1 | $1.52M | Buy |
26,319
+849
| +3% | +$47.1K | 0.01% | 381 |
|
|
2015
Q4 | $1.37M | Sell |
25,470
-250
| -1% | -$12.8K | 0.01% | 415 |
|
|
2015
Q3 | $1.25M | Buy |
25,720
+13,124
| +104% | +$670K | 0.01% | 418 |
|
|
2015
Q2 | $612K | Buy |
12,596
+922
| +8% | +$46.3K | 0.01% | 609 |
|
|
2015
Q1 | $615K | Sell |
11,674
-178
| -2% | -$8.81K | 0.01% | 653 |
|
|
2014
Q4 | $559K | Sell |
11,852
-7,308
| -38% | -$309K | 0.01% | 655 |
|
|
2014
Q3 | $724K | Buy |
19,160
+1,586
| +9% | +$55.2K | 0.01% | 524 |
|
|
2014
Q2 | $581K | Buy |
17,574
+354
| +2% | +$12.2K | 0.01% | 586 |
|
|
2014
Q1 | $616K | Sell |
17,220
-8,624
| -33% | -$306K | 0.01% | 535 |
|
|
2013
Q4 | $968K | Buy |
25,844
+708
| +3% | +$26.6K | 0.02% | 313 |
|
|
2013
Q3 | $915K | Buy |
25,136
+4,246
| +20% | +$145K | 0.02% | 287 |
|
|
2013
Q2 | $677K | Buy |
+20,890
| New | +$669K | 0.02% | 324 |
|
Other funds holding ROST
VCM
VPM
Creative Planning's ROST Position: Q1 2026 in Review
Creative Planning increased its Ross Stores (ROST) stake by 15% in Q1 2026, buying an estimated $3.82M and bringing the position to 147,282 shares worth $31.9M. The position accounts for 0.02% of the portfolio, ranked #299.
Creative Planning first reported a position in ROST in Q2 2013 and has held it in 52 quarters since. 1,348 funds tracked by Wall St. Rank hold ROST as of Q1 2026.
- Creative Planning held 147,282 shares of Ross Stores worth $31.9M as of Q1 2026.
- Creative Planning bought 19,195 Ross Stores shares in Q1 2026, an estimated $3.82M.
- Ross Stores made up 0.02% of Creative Planning's portfolio in Q1 2026, its #299 holding.
- Creative Planning first reported a position in Ross Stores in Q2 2013 and has held it in 52 quarters since.
- 1,348 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.