True Wealth Design
ROST icon

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
Q3 		$150K Sell
642
-77
-11% -$18.1K 0.04% 171
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

True Wealth Design's ROST Position: Q3 2026 in Review

True Wealth Design reduced its Ross Stores (ROST) stake by 11% in Q3 2026, selling an estimated $18.1K and leaving 642 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #171.

True Wealth Design first reported a position in ROST in Q4 2022 and has held it in 16 quarters since. The position peaked at $153K in Q2 2026. 345 funds tracked by Wall St. Rank hold ROST as of Q3 2026.

  • True Wealth Design held 642 shares of Ross Stores worth $150K as of Q3 2026.
  • True Wealth Design sold 77 Ross Stores shares in Q3 2026, an estimated $18.1K.
  • Ross Stores made up 0.04% of True Wealth Design's portfolio in Q3 2026, its #171 holding.
  • True Wealth Design first reported a position in Ross Stores in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Ross Stores position peaked at $153K in Q2 2026.
  • 345 funds tracked by Wall St. Rank held Ross Stores as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.