Lido Advisors
ROST icon

Lido Advisors’s Ross Stores ROST Stock Holding History

Lido Advisors’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
Q3 		$3.72M Sell
15,952
-301
-2% -$70.6K 0.01% 585
2026
Q2 		$3.46M Buy
16,253
+2,722
+20% +$612K 0.01% 602
2026
Q1 		$2.93M Buy
13,531
+2,204
+19% +$439K 0.01% 593
2025
Q4 		$1.75M Buy
11,327
+323
+3% +$53.9K 0.01% 768
2025
Q3 		$1.68M Buy
11,004
+1,576
+17% +$225K 0.01% 744
2025
Q2 		$1.2M Buy
9,428
+117
+1% +$16.2K ﹤0.01% 769
2025
Q1 		$1.19M Sell
9,311
-210
-2% -$29.4K 0.01% 704
2024
Q4 		$1.44M Buy
9,521
+777
+9% +$114K 0.01% 625
2024
Q3 		$1.32M Buy
8,744
+411
+5% +$60.7K 0.01% 604
2024
Q2 		$1.21M Buy
8,333
+402
+5% +$55.6K 0.01% 586
2024
Q1 		$1.16M Sell
7,931
-2,015
-20% -$289K 0.01% 588
2023
Q4 		$1.38M Sell
9,946
-1,331
-12% -$166K 0.01% 511
2023
Q3 		$1.27M Buy
11,277
+4,046
+56% +$464K 0.01% 474
2023
Q2 		$811K Buy
7,231
+701
+11% +$73.7K 0.01% 594
2023
Q1 		$693K Buy
6,530
+157
+2% +$17.6K 0.01% 570
2022
Q4 		$740K Sell
6,373
-80
-1% -$8.16K 0.01% 479
2022
Q3 		$543K Sell
6,453
-134
-2% -$11.4K 0.01% 529
2022
Q2 		$462K Sell
6,587
-176
-3% -$15.7K 0.01% 570
2022
Q1 		$611K Sell
6,763
-20
-0.3% -$1.91K 0.01% 540
2021
Q4 		$775K Sell
6,783
-28
-0.4% -$3.13K 0.01% 477
2021
Q3 		$741K Buy
6,811
+193
+3% +$23.1K 0.01% 472
2021
Q2 		$821K Buy
6,618
+127
+2% +$15.8K 0.01% 422
2021
Q1 		$778K Sell
6,491
-57
-0.9% -$6.76K 0.01% 393
2020
Q4 		$804K Sell
6,548
-175
-3% -$18.3K 0.02% 362
2020
Q3 		$627K Sell
6,723
-6,406
-49% -$575K 0.02% 338
2020
Q2 		$1.12M Buy
+13,129
New +$1.19M 0.03% 227

Other funds holding ROST

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Lido Advisors's ROST Position: Q3 2026 in Review

Lido Advisors reduced its Ross Stores (ROST) stake by 1.9% in Q3 2026, selling an estimated $70.6K and leaving 15,952 shares worth $3.72M. The position accounts for 0.01% of the portfolio, ranked #585.

Lido Advisors first reported a position in ROST in Q2 2020 and has held it in 26 quarters since. 941 funds tracked by Wall St. Rank hold ROST as of Q3 2026.

  • Lido Advisors held 15,952 shares of Ross Stores worth $3.72M as of Q3 2026.
  • Lido Advisors sold 301 Ross Stores shares in Q3 2026, an estimated $70.6K.
  • Ross Stores made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #585 holding.
  • Lido Advisors first reported a position in Ross Stores in Q2 2020 and has held it in 26 quarters since.
  • 941 funds tracked by Wall St. Rank held Ross Stores as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.