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Advyzon Investment Management’s Ross Stores ROST Stock Holding History

Advyzon Investment Management’s Portfolio ROST Stock Details ROST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$900K Buy
4,229
+2,067
+96% +$465K 0.07% 284
2026
Q1 		$468K Buy
2,162
+185
+9% +$36.9K 0.04% 423
2025
Q4 		$356K Buy
+1,977
New +$330K 0.04% 398

Other funds holding ROST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advyzon Investment Management's ROST Position: Q2 2026 in Review

Advyzon Investment Management increased its Ross Stores (ROST) stake by 96% in Q2 2026, buying an estimated $465K and bringing the position to 4,229 shares worth $900K. The position accounts for 0.07% of the portfolio, ranked #284.

Advyzon Investment Management first reported a position in ROST in Q4 2025 and has held it in 3 quarters since. 1,413 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Advyzon Investment Management held 4,229 shares of Ross Stores worth $900K as of Q2 2026.
  • Advyzon Investment Management bought 2,067 Ross Stores shares in Q2 2026, an estimated $465K.
  • Ross Stores made up 0.07% of Advyzon Investment Management's portfolio in Q2 2026, its #284 holding.
  • Advyzon Investment Management first reported a position in Ross Stores in Q4 2025 and has held it in 3 quarters since.
  • 1,413 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.