Position in ROST
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,272,812
+$418,676 QoQ
Shares Held
10,678
+24.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#542
of 1,411 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in ROST Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026United Asset Strategies, Inc. holds $3,369,066 across 2 Apparel Retail names. ROST ranks #1 (67.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROST |
Ross Stores, Inc.
This page
|
10,678 | $2,272,812 | |
| 2 | TJX |
Tjx Companies Inc /De/
|
7,236 | $1,096,254 |
All Filings in ROST
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,272,812 | 10,678 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,854,136 | 8,559 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,629,006 | 9,043 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,389,644 | 9,119 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,189,555 | 9,324 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,171,578 | 9,168 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $826,993 | 5,467 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $771,965 | 5,129 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $689,834 | 4,747 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||