Klingman & Associates’s Ross Stores ROST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$859K Sell
3,966
-473
-11% -$94.2K 0.04% 140
2025
Q4
$800K Sell
4,439
-982
-18% -$164K 0.04% 146
2025
Q3
$826K Buy
5,421
+79
+1% +$11.3K 0.04% 138
2025
Q2
$682K Buy
5,342
+14
+0.3% +$1.94K 0.04% 139
2025
Q1
$681K Sell
5,328
-999
-16% -$140K 0.04% 128
2024
Q4
$957K Hold
6,327
0.06% 104
2024
Q3
$952K Hold
6,327
0.06% 111
2024
Q2
$919K Buy
6,327
+8
+0.1% +$1.11K 0.06% 102
2024
Q1
$927K Hold
6,319
0.06% 104
2023
Q4
$874K Sell
6,319
-664
-10% -$82.7K 0.06% 102
2023
Q3
$789K Buy
6,983
+34
+0.5% +$3.9K 0.06% 103
2023
Q2
$779K Sell
6,949
-5
-0.1% -$526 0.06% 104
2023
Q1
$738K Sell
6,954
-141
-2% -$15.8K 0.06% 97
2022
Q4
$824K Buy
7,095
+176
+3% +$17.9K 0.07% 91
2022
Q3
$583K Sell
6,919
-23
-0.3% -$1.95K 0.06% 97
2022
Q2
$488K Sell
6,942
-26
-0.4% -$2.31K 0.05% 110
2022
Q1
$630K Buy
6,968
+9
+0.1% +$858 0.05% 100
2021
Q4
$795K Buy
6,959
+11
+0.2% +$1.23K 0.07% 83
2021
Q3
$756K Buy
6,948
+4
+0.1% +$479 0.07% 83
2021
Q2
$861K Buy
6,944
+7
+0.1% +$873 0.08% 75
2021
Q1
$832K Hold
6,937
0.09% 73
2020
Q4
$852K Sell
6,937
-440
-6% -$46.1K 0.1% 64
2020
Q3
$688K Buy
7,377
+158
+2% +$14.2K 0.09% 66
2020
Q2
$615K Sell
7,219
-3,000
-29% -$272K 0.09% 68
2020
Q1
$889K Hold
10,219
0.18% 54
2019
Q4
$1.19M Hold
10,219
0.19% 45
2019
Q3
$1.12M Hold
10,219
0.2% 48
2019
Q2
$1.01M Hold
10,219
0.19% 49
2019
Q1
$951K Hold
10,219
0.19% 48
2018
Q4
$850K Hold
10,219
0.19% 47
2018
Q3
$1.01M Hold
10,219
0.21% 42
2018
Q2
$866K Buy
10,219
+7,131
+231% +$580K 0.19% 45
2018
Q1
$241K Buy
3,088
+44
+1% +$3.49K 0.05% 96
2017
Q4
$244K Buy
+3,044
New +$213K 0.05% 102

Other funds holding ROST

Klingman & Associates's ROST Position: Q1 2026 in Review

Klingman & Associates reduced its Ross Stores (ROST) stake by 11% in Q1 2026, selling an estimated $94.2K and leaving 3,966 shares worth $859K. The position accounts for 0.04% of the portfolio, ranked #140.

Klingman & Associates first reported a position in ROST in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.19M in Q4 2019. 1,348 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

  • Klingman & Associates held 3,966 shares of Ross Stores worth $859K as of Q1 2026.
  • Klingman & Associates sold 473 Ross Stores shares in Q1 2026, an estimated $94.2K.
  • Ross Stores made up 0.04% of Klingman & Associates's portfolio in Q1 2026, its #140 holding.
  • Klingman & Associates first reported a position in Ross Stores in Q4 2017 and has held it in 34 quarters since.
  • Klingman & Associates's Ross Stores position peaked at $1.19M in Q4 2019.
  • 1,348 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.