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Forum Financial Management’s Ross Stores ROST Stock Holding History

Forum Financial 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 		– Sell
-2,522
Closed -$454K – 857
2025
Q4 		$454K Hold
2,522
– – 0.01% 529
2025
Q3 		$384K Sell
2,522
-396
-14% -$56.5K 0.01% 592
2025
Q2 		$372K Buy
2,918
+205
+8% +$28.5K 0.01% 540
2025
Q1 		$347K Buy
2,713
+1,239
+84% +$173K 0.01% 524
2024
Q4 		$223K Buy
1,474
+74
+5% +$10.9K ﹤0.01% 790
2024
Q3 		$211K Buy
1,400
+12
+0.9% +$1.77K ﹤0.01% 701
2024
Q2 		$202K Buy
1,388
+1
+0.1% +$138 ﹤0.01% 672
2024
Q1 		$204K Sell
1,387
-63
-4% -$9.03K ﹤0.01% 699
2023
Q4 		$201K Buy
+1,450
New +$181K ﹤0.01% 648
2022
Q1 		– Sell
-1,830
Closed -$209K – 667
2021
Q4 		$209K Buy
+1,830
New +$205K 0.01% 605

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's ROST Position: Q1 2026 in Review

Forum Financial Management sold out of Ross Stores (ROST) in Q1 2026, closing a stake of 2,522 shares — an estimated $454K sold.

Forum Financial Management first reported a position in ROST in Q4 2021 and held it in 10 quarters. The position peaked at $454K in Q4 2025. 1,354 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

  • Forum Financial Management reported no remaining Ross Stores position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,522 Ross Stores shares in Q1 2026, an estimated $454K.
  • Forum Financial Management first reported a position in Ross Stores in Q4 2021 and held it in 10 quarters.
  • Forum Financial Management's Ross Stores position peaked at $454K in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.