Position in ROST
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$430,808
+$6,214 QoQ
Shares Held
2,024
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#900
of 1,411 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROST Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $1,101,801 across 2 Apparel Retail names. ROST ranks #2 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
4,429 | $670,993 | |
| 2 | ROST |
Ross Stores, Inc.
This page
|
2,024 | $430,808 |
All Filings in ROST
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,808 | 2,024 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $424,594 | 1,960 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $515,200 | 2,860 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $424,101 | 2,783 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $340,893 | 2,672 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $216,604 | 1,695 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $299,968 | 1,983 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $237,354 | 1,577 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||