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Schechter Investment Advisors’s Ross Stores ROST Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$338K Sell
2,648
-350
-12% -$49K 0.03% 451
2024
Q4 		$454K Sell
2,998
-116
-4% -$17.1K 0.03% 408
2024
Q3 		$469K Sell
3,114
-1,759
-36% -$260K 0.03% 411
2024
Q2 		$708K Sell
4,873
-274
-5% -$37.9K 0.05% 306
2024
Q1 		$755K Buy
5,147
+251
+5% +$36K 0.06% 299
2023
Q4 		$678K Sell
4,896
-64
-1% -$7.97K 0.06% 298
2023
Q3 		$560K Buy
4,960
+17
+0.3% +$1.95K 0.05% 320
2023
Q2 		$554K Buy
4,943
+277
+6% +$29.1K 0.05% 364
2023
Q1 		$495K Buy
4,666
+421
+10% +$47.3K 0.05% 411
2022
Q4 		$493K Buy
4,245
+295
+7% +$30.1K 0.05% 511
2022
Q3 		$333K Buy
3,950
+309
+8% +$26.2K 0.03% 655
2022
Q2 		$256K Buy
+3,641
New +$324K 0.02% 762
2022
Q1 		– Sell
-2,204
Closed -$252K – 966
2021
Q4 		$252K Buy
+2,204
New +$246K 0.02% 737

Other funds holding ROST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Schechter Investment Advisors's ROST Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Ross Stores (ROST) stake by 12% in Q1 2025, selling an estimated $49K and leaving 2,648 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #451.

Schechter Investment Advisors first reported a position in ROST in Q4 2021 and has held it in 13 quarters since. The position peaked at $755K in Q1 2024. 1,014 funds tracked by Wall St. Rank hold ROST as of Q1 2025.

  • Schechter Investment Advisors held 2,648 shares of Ross Stores worth $338K as of Q1 2025.
  • Schechter Investment Advisors sold 350 Ross Stores shares in Q1 2025, an estimated $49K.
  • Ross Stores made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #451 holding.
  • Schechter Investment Advisors first reported a position in Ross Stores in Q4 2021 and has held it in 13 quarters since.
  • Schechter Investment Advisors's Ross Stores position peaked at $755K in Q1 2024.
  • 1,014 funds tracked by Wall St. Rank held Ross Stores as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.