Beverly Hills Private Wealth’s Ross Stores ROST Stock Holding History

Beverly Hills Private Wealth’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	$429K	Sell	2,015 -57	-3%	-$12.8K	0.08%	163
2026 Q1	$449K	Buy	2,072 +57	+3%	+$11.4K	0.07%	206
2025 Q4	$363K	Hold	2,015	–	–	0.06%	220
2025 Q3	$307K	Hold	2,015	–	–	0.05%	259
2025 Q2	$257K	Hold	2,015	–	–	0.05%	296
2025 Q1	$257K	Hold	2,015	–	–	0.05%	296
2024 Q4	$305K	Hold	2,015	–	–	0.06%	256
2024 Q3	$303K	Hold	2,015	–	–	0.06%	268
2024 Q2	$293K	Buy	2,015 +4	+0.2%	+$553	0.06%	279
2024 Q1	$295K	Sell	2,011 -21	-1%	-$3.01K	0.07%	283
2023 Q4	$281K	Buy	2,032 +32	+2%	+$3.98K	0.07%	265
2023 Q3	$226K	Hold	2,000	–	–	0.07%	262
2023 Q2	$225K	Hold	2,000	–	–	0.04%	301
2023 Q1	$212K	Buy	+2,000	New	+$225K	0.07%	255

Other funds holding ROST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beverly Hills Private Wealth's ROST Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Ross Stores (ROST) stake by 2.8% in Q2 2026, selling an estimated $12.8K and leaving 2,015 shares worth $429K. The position accounts for 0.08% of the portfolio, ranked #163.

Beverly Hills Private Wealth first reported a position in ROST in Q1 2023 and has held it in 14 quarters since. The position peaked at $449K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

Beverly Hills Private Wealth held 2,015 shares of Ross Stores worth $429K as of Q2 2026.
Beverly Hills Private Wealth sold 57 Ross Stores shares in Q2 2026, an estimated $12.8K.
Ross Stores made up 0.08% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #163 holding.
Beverly Hills Private Wealth first reported a position in Ross Stores in Q1 2023 and has held it in 14 quarters since.
Beverly Hills Private Wealth's Ross Stores position peaked at $449K in Q1 2026.
1,415 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.