Valued Wealth Advisors’s Ross Stores ROST Stock Holding History

Valued Wealth 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
2026 Q1	$22.8K	Buy	105 +26	+33%	+$5.18K	0.01%	164
2025 Q4	$14.3K	Buy	79 +16	+25%	+$2.67K	0.01%	189
2025 Q3	$9.64K	Buy	63 +6	+11%	+$857	﹤0.01%	224
2025 Q2	$7.29K	Sell	57 -24	-30%	-$3.33K	﹤0.01%	244
2025 Q1	$10.4K	Sell	81 -37	-31%	-$5.18K	0.01%	217
2024 Q4	$17.9K	Sell	118 -3	-2%	-$441	0.01%	168
2024 Q3	$18.2K	Buy	121 +31	+34%	+$4.58K	0.01%	156
2024 Q2	$13.1K	Buy	90 +37	+70%	+$5.12K	0.01%	170
2024 Q1	$7.78K	Buy	53 +27	+104%	+$3.87K	0.01%	213
2023 Q4	$2.94K	Buy	+26	New	+$3.24K	﹤0.01%	263

Other funds holding ROST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return