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Key Financial Inc’s Ross Stores ROST Stock Holding History

Key Financial Inc’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 		$125K Hold
585
– – 0.02% 383
2026
Q1 		$127K Sell
585
-5
-0.8% -$996 0.02% 367
2025
Q4 		$106K Sell
590
-77
-12% -$12.8K 0.02% 384
2025
Q3 		$102K Buy
667
+5
+0.8% +$714 0.02% 389
2025
Q2 		$84.5K Hold
662
– – 0.02% 403
2025
Q1 		$84.6K Hold
662
– – 0.02% 389
2024
Q4 		$100K Buy
662
+77
+13% +$11.3K 0.02% 354
2024
Q3 		$88K Buy
585
+8
+1% +$1.18K 0.02% 368
2024
Q2 		$83.8K Buy
577
+504
+690% +$69.7K 0.02% 365
2024
Q1 		$10.7K Hold
73
– – ﹤0.01% 736
2023
Q4 		$10.1K Hold
73
– – ﹤0.01% 733
2023
Q3 		$8.24K Hold
73
– – ﹤0.01% 772
2023
Q2 		$8.19K Hold
73
– – ﹤0.01% 783
2023
Q1 		$7.75K Hold
73
– – ﹤0.01% 729
2022
Q4 		$6.15K Hold
73
– – ﹤0.01% 746
2022
Q3 		$6K Hold
73
– – ﹤0.01% 763
2022
Q2 		$5K Hold
73
– – ﹤0.01% 809
2022
Q1 		$7K Hold
73
– – ﹤0.01% 730
2021
Q4 		$8K Hold
73
– – ﹤0.01% 635
2021
Q3 		$8K Sell
73
-779
-91% -$93.4K ﹤0.01% 633
2021
Q2 		$105K Buy
+852
New +$106K 0.06% 226
2020
Q2 		– Sell
-250
Closed -$21K – 508
2020
Q1 		$21K Buy
+250
New +$26.7K 0.02% 318

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

Key Financial Inc's ROST Position: Q2 2026 in Review

Key Financial Inc held its Ross Stores (ROST) position steady in Q2 2026 at 585 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #383.

Key Financial Inc first reported a position in ROST in Q1 2020 and has held it in 22 quarters since. The position peaked at $127K in Q1 2026. 1,420 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Key Financial Inc held 585 shares of Ross Stores worth $125K as of Q2 2026.
  • Key Financial Inc left its Ross Stores share count unchanged in Q2 2026.
  • Ross Stores made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #383 holding.
  • Key Financial Inc first reported a position in Ross Stores in Q1 2020 and has held it in 22 quarters since.
  • Key Financial Inc's Ross Stores position peaked at $127K in Q1 2026.
  • 1,420 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

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