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Atria Wealth Solutions’s Ross Stores ROST Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-4,753
Closed -$607K – 1832
2025
Q1 		$607K Buy
4,753
+584
+14% +$81.7K 0.01% 1105
2024
Q4 		$631K Buy
4,169
+9
+0.2% +$1.32K 0.01% 1142
2024
Q3 		$626K Sell
4,160
-978
-19% -$144K 0.01% 1130
2024
Q2 		$747K Buy
5,138
+41
+0.8% +$5.67K 0.01% 1028
2024
Q1 		$750K Sell
5,097
-37
-0.7% -$5.3K 0.01% 1045
2023
Q4 		$711K Sell
5,134
-175
-3% -$21.8K 0.01% 1030
2023
Q3 		$600K Buy
5,309
+85
+2% +$9.75K 0.01% 1048
2023
Q2 		$586K Sell
5,224
-17
-0.3% -$1.79K 0.01% 1079
2023
Q1 		$556K Sell
5,241
-3,193
-38% -$359K 0.01% 1068
2022
Q4 		$979K Buy
8,434
+5,159
+158% +$526K 0.02% 760
2022
Q3 		$276K Buy
+3,275
New +$278K ﹤0.01% 1350

Other funds holding ROST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Atria Wealth Solutions's ROST Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Ross Stores (ROST) in Q2 2025, closing a stake of 4,753 shares — an estimated $607K sold.

Atria Wealth Solutions first reported a position in ROST in Q3 2022 and held it in 11 quarters. The position peaked at $979K in Q4 2022. 1,037 funds tracked by Wall St. Rank hold ROST as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Ross Stores position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,753 Ross Stores shares in Q2 2025, an estimated $607K.
  • Atria Wealth Solutions first reported a position in Ross Stores in Q3 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Ross Stores position peaked at $979K in Q4 2022.
  • 1,037 funds tracked by Wall St. Rank held Ross Stores as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.