Pinnacle Wealth Planning Services’s Ross Stores ROST Stock Holding History

Pinnacle Wealth Planning Services’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	$294K	Buy	1,359 +18	+1%	+$3.59K	0.03%	345
2025 Q4	$242K	Buy	+1,341	New	+$224K	0.03%	400
2024 Q4	–	Sell	-1,414	Closed	-$213K	–	529
2024 Q3	$213K	Hold	1,414	–	–	0.03%	442
2024 Q2	$205K	Hold	1,414	–	–	0.03%	420
2024 Q1	$208K	Buy	+1,414	New	+$203K	0.03%	418
2021 Q4	–	Sell	-2,021	Closed	-$220K	–	450
2021 Q3	$220K	Buy	2,021 +215	+12%	+$25.8K	0.05%	310
2021 Q2	$224K	Sell	1,806 -6	-0.3%	-$749	0.05%	295
2021 Q1	$217K	Buy	1,812 +67	+4%	+$7.95K	0.06%	282
2020 Q4	$215K	Buy	+1,745	New	+$183K	0.05%	263
2020 Q1	–	Sell	-1,763	Closed	-$205K	–	264
2019 Q4	$205K	Buy	+1,763	New	+$198K	0.1%	217

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

Pinnacle Wealth Planning Services's ROST Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Ross Stores (ROST) stake by 1.3% in Q1 2026, buying an estimated $3.59K and bringing the position to 1,359 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #345.

Pinnacle Wealth Planning Services first reported a position in ROST in Q4 2019 and has held it in 10 quarters since. 1,348 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

Pinnacle Wealth Planning Services held 1,359 shares of Ross Stores worth $294K as of Q1 2026.
Pinnacle Wealth Planning Services bought 18 Ross Stores shares in Q1 2026, an estimated $3.59K.
Ross Stores made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #345 holding.
Pinnacle Wealth Planning Services first reported a position in Ross Stores in Q4 2019 and has held it in 10 quarters since.
1,348 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.