BTWM
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Baker Tilly Wealth Management’s Ross Stores ROST Stock Holding History

Baker Tilly 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
2026
Q1 		$210K Buy
+967
New +$193K 0.05% 272
2024
Q2 		– Sell
-1,379
Closed -$202K – 388
2024
Q1 		$202K Buy
+1,379
New +$198K 0.04% 404
2023
Q3 		– Sell
-2,585
Closed -$290K – 532
2023
Q2 		$290K Sell
2,585
-2
-0.1% -$210 0.03% 458
2023
Q1 		$275K Buy
2,587
+445
+21% +$50K 0.03% 467
2022
Q4 		$249K Sell
2,142
-456
-18% -$46.5K 0.03% 474
2022
Q3 		$219K Buy
+2,598
New +$221K 0.03% 463
2022
Q1 		– Sell
-2,003
Closed -$229K – 556
2021
Q4 		$229K Buy
+2,003
New +$224K 0.02% 481

Other funds holding ROST

BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return