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Financial Planning Hawaii’s Ross Stores ROST Stock Holding History

Financial Planning Hawaii’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 		$1.88M Buy
8,841
+281
+3% +$63.2K 1.01% 28
2026
Q1 		$1.85M Hold
8,560
– – 1.09% 26
2025
Q4 		$1.54M Buy
+8,560
New +$1.43M 0.89% 29

Other funds holding ROST

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Financial Planning Hawaii's ROST Position: Q2 2026 in Review

Financial Planning Hawaii increased its Ross Stores (ROST) stake by 3.3% in Q2 2026, buying an estimated $63.2K and bringing the position to 8,841 shares worth $1.88M. The position accounts for 1.01% of the portfolio, ranked #28.

Financial Planning Hawaii first reported a position in ROST in Q4 2025 and has held it in 3 quarters since. 744 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Financial Planning Hawaii held 8,841 shares of Ross Stores worth $1.88M as of Q2 2026.
  • Financial Planning Hawaii bought 281 Ross Stores shares in Q2 2026, an estimated $63.2K.
  • Ross Stores made up 1.01% of Financial Planning Hawaii's portfolio in Q2 2026, its #28 holding.
  • Financial Planning Hawaii first reported a position in Ross Stores in Q4 2025 and has held it in 3 quarters since.
  • 744 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.