Avidian Wealth Enterprises
ROST icon

Avidian Wealth Enterprises’s Ross Stores ROST Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$1.24M Buy
5,309
+3,806
+253% +$893K 0.03% 288
2026
Q2 		$320K Buy
1,503
+263
+21% +$59.2K 0.01% 580
2026
Q1 		$269K Buy
1,240
+129
+12% +$25.7K 0.01% 562
2025
Q4 		$200K Buy
+1,111
New +$185K 0.01% 564
2018
Q1 		– Sell
-6,745
Closed -$541K – 110
2017
Q4 		$541K Sell
6,745
-2,642
-28% -$185K 0.14% 47
2017
Q3 		$606K Buy
+9,387
New +$540K 0.23% 36

Other funds holding ROST

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Avidian Wealth Enterprises's ROST Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Ross Stores (ROST) stake by 253% in Q3 2026, buying an estimated $893K and bringing the position to 5,309 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #288.

Avidian Wealth Enterprises first reported a position in ROST in Q3 2017 and has held it in 6 quarters since. 1,229 funds tracked by Wall St. Rank hold ROST as of Q3 2026.

  • Avidian Wealth Enterprises held 5,309 shares of Ross Stores worth $1.24M as of Q3 2026.
  • Avidian Wealth Enterprises bought 3,806 Ross Stores shares in Q3 2026, an estimated $893K.
  • Ross Stores made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #288 holding.
  • Avidian Wealth Enterprises first reported a position in Ross Stores in Q3 2017 and has held it in 6 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Ross Stores as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.