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United Financial Planning Group’s Ross Stores ROST Stock Holding History

United Financial Planning Group’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 		$7.02K Hold
33
– – ﹤0.01% 312
2026
Q1 		$7.15K Buy
33
+3
+10% +$598 ﹤0.01% 261
2025
Q4 		$5.4K Hold
30
– – ﹤0.01% 265
2025
Q3 		$4.57K Buy
+30
New +$4.28K ﹤0.01% 180

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

United Financial Planning Group's ROST Position: Q2 2026 in Review

United Financial Planning Group held its Ross Stores (ROST) position steady in Q2 2026 at 33 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

United Financial Planning Group first reported a position in ROST in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.15K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • United Financial Planning Group held 33 shares of Ross Stores worth $7.02K as of Q2 2026.
  • United Financial Planning Group left its Ross Stores share count unchanged in Q2 2026.
  • Ross Stores made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #312 holding.
  • United Financial Planning Group first reported a position in Ross Stores in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Ross Stores position peaked at $7.15K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.