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Mark Sheptoff Financial Planning’s Ralph Lauren RL Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio RL Stock Details RL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8
Closed -$2.19K – 531
2025
Q2 		$2.19K Buy
+8
New +$1.98K ﹤0.01% 466
2015
Q3 		– Sell
-4
Closed -$1K – 437
2015
Q2 		$1K Buy
+4
New +$540 ﹤0.01% 371

Other funds holding RL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Mark Sheptoff Financial Planning's RL Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Ralph Lauren (RL) in Q3 2025, closing a stake of 8 shares — an estimated $2.19K sold.

Mark Sheptoff Financial Planning first reported a position in RL in Q2 2015 and held it in 2 quarters. The position peaked at $2.19K in Q2 2025. 692 funds tracked by Wall St. Rank hold RL as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Ralph Lauren position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 8 Ralph Lauren shares in Q3 2025, an estimated $2.19K.
  • Mark Sheptoff Financial Planning first reported a position in Ralph Lauren in Q2 2015 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Ralph Lauren position peaked at $2.19K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Ralph Lauren as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.