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True Wealth Design’s Ross Stores ROST Stock Holding History

True Wealth Design’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 		$153K Buy
719
+279
+63% +$62.8K 0.04% 155
2026
Q1 		$95.3K Buy
440
+142
+48% +$28.3K 0.03% 224
2025
Q4 		$53.7K Buy
298
+41
+16% +$6.84K 0.02% 315
2025
Q3 		$39.2K Buy
257
+155
+152% +$22.1K 0.01% 386
2025
Q2 		$13K Buy
102
+4
+4% +$555 ﹤0.01% 488
2025
Q1 		$12.6K Sell
98
-191
-66% -$26.7K ﹤0.01% 419
2024
Q4 		$43.8K Sell
289
-354
-55% -$52K 0.02% 188
2024
Q3 		$96.8K Buy
643
+628
+4,187% +$92.7K 0.04% 63
2024
Q2 		$2.18K Buy
15
+3
+25% +$415 ﹤0.01% 354
2024
Q1 		$1.76K Buy
12
+5
+71% +$716 ﹤0.01% 366
2023
Q4 		$969 Buy
7
+2
+40% +$249 ﹤0.01% 364
2023
Q3 		$565 Hold
5
– – ﹤0.01% 401
2023
Q2 		$561 Hold
5
– – ﹤0.01% 411
2023
Q1 		$531 Buy
5
+1
+25% +$112 ﹤0.01% 511
2022
Q4 		$464 Buy
+4
New +$408 ﹤0.01% 472

Other funds holding ROST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

True Wealth Design's ROST Position: Q2 2026 in Review

True Wealth Design increased its Ross Stores (ROST) stake by 63% in Q2 2026, buying an estimated $62.8K and bringing the position to 719 shares worth $153K. The position accounts for 0.04% of the portfolio, ranked #155.

True Wealth Design first reported a position in ROST in Q4 2022 and has held it in 15 quarters since. 1,415 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • True Wealth Design held 719 shares of Ross Stores worth $153K as of Q2 2026.
  • True Wealth Design bought 279 Ross Stores shares in Q2 2026, an estimated $62.8K.
  • Ross Stores made up 0.04% of True Wealth Design's portfolio in Q2 2026, its #155 holding.
  • True Wealth Design first reported a position in Ross Stores in Q4 2022 and has held it in 15 quarters since.
  • 1,415 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.