AAS
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Avantax Advisory Services’s Ross Stores ROST Stock Holding History

Avantax Advisory Services’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 		$2M Buy
15,649
+564
+4% +$78.3K 0.01% 802
2025
Q1 		$1.93M Buy
15,085
+1,089
+8% +$152K 0.01% 757
2024
Q4 		$2.12M Sell
13,996
-216
-2% -$31.8K 0.01% 688
2024
Q3 		$2.14M Buy
14,212
+2,291
+19% +$338K 0.01% 674
2024
Q2 		$1.73M Buy
11,921
+4,963
+71% +$686K 0.01% 718
2024
Q1 		$1.02M Sell
6,958
-768
-10% -$110K 0.01% 736
2023
Q4 		$1.07M Buy
7,726
+88
+1% +$11K 0.01% 684
2023
Q3 		$863K Sell
7,638
-227
-3% -$26K 0.01% 740
2023
Q2 		$882K Buy
7,865
+184
+2% +$19.3K 0.01% 726
2023
Q1 		$815K Sell
7,681
-55
-0.7% -$6.18K 0.01% 732
2022
Q4 		$898K Sell
7,736
-162
-2% -$16.5K 0.01% 668
2022
Q3 		$666K Sell
7,898
-2
-0% -$170 0.01% 671
2022
Q2 		$555K Buy
7,900
+115
+1% +$10.2K 0.01% 743
2022
Q1 		$705K Buy
7,785
+254
+3% +$24.2K 0.01% 655
2021
Q4 		$861K Buy
7,531
+1,497
+25% +$167K 0.01% 567
2021
Q3 		$656K Buy
6,034
+139
+2% +$16.7K 0.01% 619
2021
Q2 		$731K Buy
5,895
+19
+0.3% +$2.37K 0.01% 559
2021
Q1 		$706K Buy
5,876
+15
+0.3% +$1.78K 0.02% 516
2020
Q4 		$720K Sell
5,861
-1,086
-16% -$114K 0.02% 449
2020
Q3 		$648K Buy
6,947
+838
+14% +$75.2K 0.01% 706
2020
Q2 		$520K Buy
+6,109
New +$553K 0.02% 473

Other funds holding ROST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Avantax Advisory Services's ROST Position: Q2 2025 in Review

Avantax Advisory Services increased its Ross Stores (ROST) stake by 3.7% in Q2 2025, buying an estimated $78.3K and bringing the position to 15,649 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #802.

Avantax Advisory Services first reported a position in ROST in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.14M in Q3 2024. 1,036 funds tracked by Wall St. Rank hold ROST as of Q2 2025.

  • Avantax Advisory Services held 15,649 shares of Ross Stores worth $2M as of Q2 2025.
  • Avantax Advisory Services bought 564 Ross Stores shares in Q2 2025, an estimated $78.3K.
  • Ross Stores made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #802 holding.
  • Avantax Advisory Services first reported a position in Ross Stores in Q2 2020 and has held it in 21 quarters since.
  • Avantax Advisory Services's Ross Stores position peaked at $2.14M in Q3 2024.
  • 1,036 funds tracked by Wall St. Rank held Ross Stores as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.