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Journey Retirement Planning & Investment Management’s Ross Stores ROST Stock Holding History

Journey Retirement Planning & Investment 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
-1,848
Closed -$333K – 217
2025
Q4 		$333K Buy
+1,848
New +$308K 0.07% 188

Other funds holding ROST

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 1-Year Est. Return

Journey Retirement Planning & Investment Management's ROST Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Ross Stores (ROST) in Q1 2026, closing a stake of 1,848 shares — an estimated $333K sold.

Journey Retirement Planning & Investment Management first reported a position in ROST in Q4 2025 and held it in 1 quarter. The position peaked at $333K in Q4 2025. 1,353 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Ross Stores position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 1,848 Ross Stores shares in Q1 2026, an estimated $333K.
  • Journey Retirement Planning & Investment Management first reported a position in Ross Stores in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Ross Stores position peaked at $333K in Q4 2025.
  • 1,353 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.