Root Financial Partners
ROST icon

Root Financial Partners’s Ross Stores ROST Stock Holding History

Root Financial Partners’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
Q3 		$330K Sell
1,414
-172
-11% -$40.3K 0.01% 298
2026
Q2 		$338K Buy
1,586
+567
+56% +$128K 0.01% 263
2026
Q1 		$221K Buy
1,019
+196
+24% +$39K 0.01% 312
2025
Q4 		$148K Buy
823
+108
+15% +$18K 0.01% 348
2025
Q3 		$109K Buy
+715
New +$102K 0.01% 425

Other funds holding ROST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Root Financial Partners's ROST Position: Q3 2026 in Review

Root Financial Partners reduced its Ross Stores (ROST) stake by 11% in Q3 2026, selling an estimated $40.3K and leaving 1,414 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #298.

Root Financial Partners first reported a position in ROST in Q3 2025 and has held it in 5 quarters since. The position peaked at $338K in Q2 2026. 902 funds tracked by Wall St. Rank hold ROST as of Q3 2026.

  • Root Financial Partners held 1,414 shares of Ross Stores worth $330K as of Q3 2026.
  • Root Financial Partners sold 172 Ross Stores shares in Q3 2026, an estimated $40.3K.
  • Ross Stores made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #298 holding.
  • Root Financial Partners first reported a position in Ross Stores in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Ross Stores position peaked at $338K in Q2 2026.
  • 902 funds tracked by Wall St. Rank held Ross Stores as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.