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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PDS Planning's ROST Position: Q1 2026 in Review

PDS Planning increased its Ross Stores (ROST) stake by 4.1% in Q1 2026, buying an estimated $13.7K and bringing the position to 1,733 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #333.

PDS Planning first reported a position in ROST in Q3 2025 and has held it in 3 quarters since. 1,348 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

PDS Planning held 1,733 shares of Ross Stores worth $375K as of Q1 2026.
PDS Planning bought 69 Ross Stores shares in Q1 2026, an estimated $13.7K.
Ross Stores made up 0.02% of PDS Planning's portfolio in Q1 2026, its #333 holding.
PDS Planning first reported a position in Ross Stores in Q3 2025 and has held it in 3 quarters since.
1,348 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.