AWE
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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
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 $6.73T 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

Avidian Wealth Enterprises's ROST Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Ross Stores (ROST) stake by 21% in Q2 2026, buying an estimated $59.2K and bringing the position to 1,503 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #580.

Avidian Wealth Enterprises first reported a position in ROST in Q3 2017 and has held it in 5 quarters since. The position peaked at $606K in Q3 2017. 1,418 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Avidian Wealth Enterprises held 1,503 shares of Ross Stores worth $320K as of Q2 2026.
  • Avidian Wealth Enterprises bought 263 Ross Stores shares in Q2 2026, an estimated $59.2K.
  • Ross Stores made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #580 holding.
  • Avidian Wealth Enterprises first reported a position in Ross Stores in Q3 2017 and has held it in 5 quarters since.
  • Avidian Wealth Enterprises's Ross Stores position peaked at $606K in Q3 2017.
  • 1,418 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.