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Dynasty Wealth Management’s Ross Stores ROST Stock Holding History

Dynasty 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
Q1 		$895K Sell
4,134
-69
-2% -$13.7K 0.01% 188
2025
Q4 		$757K Sell
4,203
-16
-0.4% -$2.67K 0.01% 208
2025
Q3 		$643K Buy
4,219
+1,689
+67% +$241K 0.01% 203
2025
Q2 		$323K Sell
2,530
-38
-1% -$5.27K 0.01% 206
2025
Q1 		$328K Sell
2,568
-174
-6% -$24.4K 0.01% 219
2024
Q4 		$415K Buy
2,742
+4
+0.1% +$588 0.01% 215
2024
Q3 		$412K Sell
2,738
-142
-5% -$21K 0.01% 186
2024
Q2 		$419K Sell
2,880
-26
-0.9% -$3.6K 0.01% 197
2024
Q1 		$426K Buy
+2,906
New +$416K 0.01% 198

Other funds holding ROST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dynasty Wealth Management's ROST Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Ross Stores (ROST) stake by 1.6% in Q1 2026, selling an estimated $13.7K and leaving 4,134 shares worth $895K. The position accounts for 0.01% of the portfolio, ranked #188.

Dynasty Wealth Management first reported a position in ROST in Q1 2024 and has held it in 9 quarters since. 1,348 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

  • Dynasty Wealth Management held 4,134 shares of Ross Stores worth $895K as of Q1 2026.
  • Dynasty Wealth Management sold 69 Ross Stores shares in Q1 2026, an estimated $13.7K.
  • Ross Stores made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #188 holding.
  • Dynasty Wealth Management first reported a position in Ross Stores in Q1 2024 and has held it in 9 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.