Position in ROST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$846,289
+$367,539 QoQ
Shares Held
3,976
+79.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#746
of 1,411 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in ROST Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Modern Wealth Management, LLC holds $3,248,018 across 2 Apparel Retail names. ROST ranks #2 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
15,853 | $2,401,729 | |
| 2 | ROST |
Ross Stores, Inc.
This page
|
3,976 | $846,289 |
All Filings in ROST
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $846,289 | 3,976 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $478,750 | 2,210 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $375,229 | 2,083 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $282,986 | 1,857 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||