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PDS Planning’s Ross Stores ROST Stock Holding History

PDS Planning’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 		$372K Buy
1,750
+17
+1% +$3.83K 0.02% 366
2026
Q1 		$375K Buy
1,733
+69
+4% +$13.7K 0.02% 333
2025
Q4 		$300K Buy
1,664
+158
+10% +$26.4K 0.02% 383
2025
Q3 		$229K Buy
+1,506
New +$215K 0.02% 455

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

PDS Planning's ROST Position: Q2 2026 in Review

PDS Planning increased its Ross Stores (ROST) stake by 0.98% in Q2 2026, buying an estimated $3.83K and bringing the position to 1,750 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #366.

PDS Planning first reported a position in ROST in Q3 2025 and has held it in 4 quarters since. The position peaked at $375K in Q1 2026. 1,418 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • PDS Planning held 1,750 shares of Ross Stores worth $372K as of Q2 2026.
  • PDS Planning bought 17 Ross Stores shares in Q2 2026, an estimated $3.83K.
  • Ross Stores made up 0.02% of PDS Planning's portfolio in Q2 2026, its #366 holding.
  • PDS Planning first reported a position in Ross Stores in Q3 2025 and has held it in 4 quarters since.
  • PDS Planning's Ross Stores position peaked at $375K in Q1 2026.
  • 1,418 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.