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 Q2	$293K	Buy	1,377 +18	+1%	+$4.05K	0.03%	387
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's ROST Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Ross Stores (ROST) stake by 1.3% in Q2 2026, buying an estimated $4.05K and bringing the position to 1,377 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #387.

Pinnacle Wealth Planning Services first reported a position in ROST in Q4 2019 and has held it in 11 quarters since. The position peaked at $294K in Q1 2026. 1,418 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

Pinnacle Wealth Planning Services held 1,377 shares of Ross Stores worth $293K as of Q2 2026.
Pinnacle Wealth Planning Services bought 18 Ross Stores shares in Q2 2026, an estimated $4.05K.
Ross Stores made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #387 holding.
Pinnacle Wealth Planning Services first reported a position in Ross Stores in Q4 2019 and has held it in 11 quarters since.
Pinnacle Wealth Planning Services's Ross Stores position peaked at $294K in Q1 2026.
1,418 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.