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AE Wealth Management’s Ross Stores ROST Stock Holding History

AE Wealth 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
2021
Q4 		– Sell
-600
Closed -$1K – 1775
2021
Q3 		$1K Buy
+600
New +$71.9K ﹤0.01% 1612

Other funds holding ROST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's ROST Position: Q1 2026 in Review

AE Wealth Management increased its Ross Stores (ROST) stake by 29% in Q1 2026, buying an estimated $145K and bringing the position to 3,271 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

AE Wealth Management first reported a position in ROST in Q4 2017 and has held it in 26 quarters since. The position peaked at $2.7M in Q2 2021. 1,348 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

  • AE Wealth Management held 3,271 shares of Ross Stores worth $709K as of Q1 2026.
  • AE Wealth Management bought 729 Ross Stores shares in Q1 2026, an estimated $145K.
  • Ross Stores made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #954 holding.
  • AE Wealth Management first reported a position in Ross Stores in Q4 2017 and has held it in 26 quarters since.
  • AE Wealth Management's Ross Stores position peaked at $2.7M in Q2 2021.
  • 1,348 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.