Prospera Financial Services’s Ross Stores ROST Stock Holding History

Prospera Financial 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	$5.64M	Sell	26,479 -19,615	-43%	-$4.41M	0.08%	255
2026 Q1	$9.99M	Buy	46,094 +44,427	+2,665%	+$8.85M	0.16%	142
2025 Q4	$300K	Buy	+1,667	New	+$278K	﹤0.01%	1152
2023 Q3	–	Sell	-13,104	Closed	-$1.47M	–	1053
2023 Q2	$1.47M	Sell	13,104 -1,119	-8%	-$118K	0.06%	324
2023 Q1	$1.51M	Buy	+14,223	New	+$1.6M	0.06%	314
2022 Q3	–	Sell	-109	Closed	-$8K	–	1433
2022 Q2	$8K	Buy	109 +2	+2%	+$178	﹤0.01%	1397
2022 Q1	$10K	Buy	+107	New	+$10.2K	﹤0.01%	2040
2020 Q4	–	Sell	-1,842	Closed	-$164K	–	1375
2020 Q3	$164K	Buy	+1,842	New	+$165K	0.06%	284
2020 Q1	–	Sell	-2,391	Closed	-$278K	–	605
2019 Q4	$278K	Buy	+2,391	New	+$269K	0.02%	498
2019 Q3	–	Sell	-3,487	Closed	-$348K	–	563
2019 Q2	$348K	Buy	3,487 +72	+2%	+$7.02K	0.04%	367
2019 Q1	$326K	Buy	+3,415	New	+$313K	0.11%	237
2018 Q3	–	Sell	-3,357	Closed	-$285K	–	450
2018 Q2	$285K	Sell	3,357 -66	-2%	-$5.37K	0.04%	359
2018 Q1	$268K	Sell	3,423 -1,109	-24%	-$88K	0.04%	362
2017 Q4	$366K	Buy	+4,532	New	+$317K	0.06%	273

Other funds holding ROST

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Prospera Financial Services's ROST Position: Q2 2026 in Review

Prospera Financial Services reduced its Ross Stores (ROST) stake by 43% in Q2 2026, selling an estimated $4.41M and leaving 26,479 shares worth $5.64M. The position accounts for 0.08% of the portfolio, ranked #255.

Prospera Financial Services first reported a position in ROST in Q4 2017 and has held it in 14 quarters since. The position peaked at $9.99M in Q1 2026. 217 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

Prospera Financial Services held 26,479 shares of Ross Stores worth $5.64M as of Q2 2026.
Prospera Financial Services sold 19,615 Ross Stores shares in Q2 2026, an estimated $4.41M.
Ross Stores made up 0.08% of Prospera Financial Services's portfolio in Q2 2026, its #255 holding.
Prospera Financial Services first reported a position in Ross Stores in Q4 2017 and has held it in 14 quarters since.
Prospera Financial Services's Ross Stores position peaked at $9.99M in Q1 2026.
217 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.