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Perfromance Wealth Partners, LLC

SEC CIK
0001908765
Latest filing
Aug 7, 2026

ROST holding history

Ross Stores, Inc. in every 13F filed by Perfromance Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ROST overviewAll 13F holders of ROSTFull Q2 2026 holdings

Shares (Q2 2026)
4,163
Value
$886.1K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of ROST by Perfromance Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,163$886.1K<0.1%+15+0.4%AddedHolders
Q1 20264,148$898.5K<0.1%−462−10.0%ReducedHolders
Q4 20254,610$830.5K<0.1%−91−1.9%ReducedHolders
Q3 20254,701$716.3K<0.1%+7+0.1%AddedHolders
Q2 20254,694$598.9K<0.1%+8+0.2%AddedHolders
Q1 20254,686$598.8K<0.1%+8+0.2%AddedHolders
Q4 20244,678$707.6K<0.1%−200−4.1%ReducedHolders
Q3 20244,878$734.2K<0.1%+200+4.3%AddedHolders
Q2 20244,678$679.8K<0.1%00.0%UnchangedHolders
Q1 20244,678$686.5K<0.1%00.0%UnchangedHolders
Q4 20234,678$647.4K<0.1%00.0%UnchangedHolders
Q3 20234,678$528.4K<0.1%00.0%UnchangedHolders
Q2 20234,678$517.5K<0.1%−99−2.1%ReducedHolders
Q1 20234,777$507.0K<0.1%00.0%UnchangedHolders
Q4 20224,777$554.5K<0.1%−1,000−17.3%ReducedHolders
Q3 20225,777$487.0K<0.1%−100−1.7%ReducedHolders
Q2 20225,877$413.0K<0.1%00.0%UnchangedHolders
Q1 20225,877$532.0K<0.1%+1,000+20.5%AddedHolders
Q4 20214,877$557.0K<0.1%–No prior filingHolders