Triad Wealth Partners
ROST icon

Triad Wealth Partners’s Ross Stores ROST Stock Holding History

Triad Wealth 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 		$273K Sell
1,168
-154
-12% -$36.1K 0.02% 453
2026
Q2 		$334K Buy
1,322
+396
+43% +$89.1K 0.02% 419
2026
Q1 		$201K Buy
+926
New +$184K 0.02% 475

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

Triad Wealth Partners's ROST Position: Q3 2026 in Review

Triad Wealth Partners reduced its Ross Stores (ROST) stake by 12% in Q3 2026, selling an estimated $36.1K and leaving 1,168 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #453.

Triad Wealth Partners first reported a position in ROST in Q1 2026 and has held it in 3 quarters since. The position peaked at $334K in Q2 2026. 867 funds tracked by Wall St. Rank hold ROST as of Q3 2026.

  • Triad Wealth Partners held 1,168 shares of Ross Stores worth $273K as of Q3 2026.
  • Triad Wealth Partners sold 154 Ross Stores shares in Q3 2026, an estimated $36.1K.
  • Ross Stores made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #453 holding.
  • Triad Wealth Partners first reported a position in Ross Stores in Q1 2026 and has held it in 3 quarters since.
  • Triad Wealth Partners's Ross Stores position peaked at $334K in Q2 2026.
  • 867 funds tracked by Wall St. Rank held Ross Stores as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.