Financial Perspectives’s Ross Stores ROST Stock Holding History

Financial Perspectives’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	$5.89K	Hold	28	–	–	﹤0.01%	595
2026 Q1	$5.98K	Hold	28	–	–	﹤0.01%	575
2025 Q4	$4.96K	Buy	28 +1	+4%	+$167	﹤0.01%	588
2025 Q3	$4.19K	Sell	27 -239	-90%	-$34.1K	﹤0.01%	594
2025 Q2	$34K	Hold	266	–	–	0.01%	357
2025 Q1	$34K	Hold	266	–	–	0.01%	336
2024 Q4	$40.3K	Hold	266	–	–	0.01%	322
2024 Q3	$40.1K	Hold	266	–	–	0.01%	305
2024 Q2	$38.7K	Hold	266	–	–	0.01%	303
2024 Q1	$39K	Hold	266	–	–	0.01%	303
2023 Q4	$36.8K	Hold	266	–	–	0.01%	306
2023 Q3	$30K	Hold	266	–	–	0.01%	313
2023 Q2	$29.8K	Buy	266 +239	+885%	+$25.1K	0.01%	319
2023 Q1	$2.84K	Hold	27	–	–	﹤0.01%	556
2022 Q4	$3.09K	Hold	27	–	–	﹤0.01%	557
2022 Q3	$2.24K	Buy	27 +1	+4%	+$85	﹤0.01%	569
2022 Q2	$1.86K	Hold	26	–	–	﹤0.01%	593
2022 Q1	$2.38K	Hold	26	–	–	﹤0.01%	591
2021 Q4	$3K	Hold	26	–	–	﹤0.01%	549
2021 Q3	$2.85K	Hold	26	–	–	﹤0.01%	562
2021 Q2	$3.24K	Hold	26	–	–	﹤0.01%	576
2021 Q1	$3.13K	Hold	26	–	–	﹤0.01%	551
2020 Q4	$3.2K	Hold	26	–	–	﹤0.01%	514
2020 Q3	$2.43K	Hold	26	–	–	﹤0.01%	485
2020 Q2	$2.22K	Hold	26	–	–	﹤0.01%	479
2020 Q1	$2.26K	Hold	26	–	–	﹤0.01%	446
2019 Q4	$3.02K	Buy	+26	New	+$2.93K	﹤0.01%	425

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

Financial Perspectives's ROST Position: Q2 2026 in Review

Financial Perspectives held its Ross Stores (ROST) position steady in Q2 2026 at 28 shares worth $5.89K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Financial Perspectives first reported a position in ROST in Q4 2019 and has held it in 27 quarters since. The position peaked at $40.3K in Q4 2024. 1,418 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

Financial Perspectives held 28 shares of Ross Stores worth $5.89K as of Q2 2026.
Financial Perspectives left its Ross Stores share count unchanged in Q2 2026.
Ross Stores made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #595 holding.
Financial Perspectives first reported a position in Ross Stores in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Ross Stores position peaked at $40.3K in Q4 2024.
1,418 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.