Wellington Shields Capital Management’s Ross Stores ROST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$766K Buy
3,600
+1,600
+80% +$360K 0.1% 132
2026
Q1
$433K Buy
2,000
+600
+43% +$120K 0.07% 170
2025
Q4
$252K Buy
+1,400
New +$234K 0.04% 218
2025
Q1
Sell
-2,000
Closed -$303K 327
2024
Q4
$303K Hold
2,000
0.05% 192
2024
Q3
$301K Hold
2,000
0.05% 208
2024
Q2
$291K Hold
2,000
0.05% 201
2024
Q1
$294K Hold
2,000
0.06% 204
2023
Q4
$277K Hold
2,000
0.03% 201
2023
Q3
$226K Hold
2,000
0.03% 216
2023
Q2
$224K Hold
2,000
0.03% 213
2023
Q1
$212K Hold
2,000
0.03% 217
2022
Q4
$232K Buy
+2,000
New +$204K 0.03% 213
2022
Q1
Sell
-2,000
Closed -$229K 347
2021
Q4
$229K Hold
2,000
0.03% 270
2021
Q3
$218K Hold
2,000
0.03% 251
2021
Q2
$248K Hold
2,000
0.03% 260
2021
Q1
$240K Hold
2,000
0.02% 257
2020
Q4
$246K Buy
+2,000
New +$210K 0.03% 237
2020
Q2
Sell
-6,800
Closed -$591K 246
2020
Q1
$591K Hold
6,800
0.11% 134
2019
Q4
$792K Hold
6,800
0.12% 144
2019
Q3
$747K Hold
6,800
0.12% 148
2019
Q2
$674K Hold
6,800
0.11% 150
2019
Q1
$633K Sell
6,800
-3,750
-36% -$344K 0.11% 157
2018
Q4
$878K Buy
10,550
+2,300
+28% +$208K 0.17% 122
2018
Q3
$818K Buy
8,250
+4,500
+120% +$413K 0.13% 154
2018
Q2
$318K Buy
+3,750
New +$305K 0.05% 239
2017
Q2
Sell
-22,400
Closed -$1.48M 336
2017
Q1
$1.48M Sell
22,400
-250
-1% -$16.7K 0.24% 98
2016
Q4
$1.49M Sell
22,650
-700
-3% -$45.8K 0.25% 93
2016
Q3
$1.5M Hold
23,350
0.26% 86
2016
Q2
$1.32M Hold
23,350
0.22% 91
2016
Q1
$1.35M Buy
+23,350
New +$1.3M 0.24% 86
2015
Q2
Sell
-4,400
Closed -$232K 352
2015
Q1
$232K Buy
+4,400
New +$218K 0.03% 308
2014
Q2
Sell
-14,230
Closed -$509K 376
2014
Q1
$509K Sell
14,230
-20,400
-59% -$724K 0.09% 195
2013
Q4
$1.3M Buy
34,630
+2,600
+8% +$97.7K 0.23% 79
2013
Q3
$1.17M Buy
32,030
+5,830
+22% +$199K 0.22% 93
2013
Q2
$849K Buy
+26,200
New +$839K 0.15% 141

Other funds holding ROST

Wellington Shields Capital Management's ROST Position: Q2 2026 in Review

Wellington Shields Capital Management increased its Ross Stores (ROST) stake by 80% in Q2 2026, buying an estimated $360K and bringing the position to 3,600 shares worth $766K. The position accounts for 0.1% of the portfolio, ranked #132.

Wellington Shields Capital Management first reported a position in ROST in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.5M in Q3 2016. 1,413 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Wellington Shields Capital Management held 3,600 shares of Ross Stores worth $766K as of Q2 2026.
  • Wellington Shields Capital Management bought 1,600 Ross Stores shares in Q2 2026, an estimated $360K.
  • Ross Stores made up 0.1% of Wellington Shields Capital Management's portfolio in Q2 2026, its #132 holding.
  • Wellington Shields Capital Management first reported a position in Ross Stores in Q2 2013 and has held it in 35 quarters since.
  • Wellington Shields Capital Management's Ross Stores position peaked at $1.5M in Q3 2016.
  • 1,413 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.