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Dogwood Wealth Management’s Ross Stores ROST Stock Holding History

Dogwood 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
Q2 		$31.1K Buy
146
+33
+29% +$7.42K 0.01% 201
2026
Q1 		$24.5K Buy
113
+17
+18% +$3.39K 0.01% 217
2025
Q4 		$17.3K Buy
96
+4
+4% +$667 0.01% 217
2025
Q3 		$14K Buy
92
+35
+61% +$5K 0.01% 230
2025
Q2 		$7.5K Buy
57
+53
+1,325% +$7.36K ﹤0.01% 331
2025
Q1 		$511 Buy
+4
New +$560 ﹤0.01% 460
2024
Q3 		– Hold
0
– – – 309
2024
Q2 		– Hold
0
– – – 362
2024
Q1 		– Hold
0
– – – 366
2023
Q4 		– Hold
0
– – – 348

Other funds holding ROST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dogwood Wealth Management's ROST Position: Q2 2026 in Review

Dogwood Wealth Management increased its Ross Stores (ROST) stake by 29% in Q2 2026, buying an estimated $7.42K and bringing the position to 146 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #201.

Dogwood Wealth Management first reported a position in ROST in Q1 2025 and has held it in 6 quarters since. 1,423 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Dogwood Wealth Management held 146 shares of Ross Stores worth $31.1K as of Q2 2026.
  • Dogwood Wealth Management bought 33 Ross Stores shares in Q2 2026, an estimated $7.42K.
  • Ross Stores made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #201 holding.
  • Dogwood Wealth Management first reported a position in Ross Stores in Q1 2025 and has held it in 6 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.