Mowery & Schoenfeld Wealth Management, LLC
Position in ROST — Ross Stores, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in ROST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,281
-$200 QoQ
Shares Held
53
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,304
of 1,411 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $95,444 across 3 Apparel Retail names. ROST ranks #2 (11.8% of the industry book) .
All Filings in ROST
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,281 | 53 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,481 | 53 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $11,348 | 63 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,076 | 53 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,761 | 53 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,772 | 53 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $9,227 | 61 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||