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Clifford Swan Investment Counsel’s Ross Stores ROST Stock Holding History

Clifford Swan Investment Counsel’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 		– Sell
-1,168
Closed -$253K – 350
2026
Q1 		$253K Buy
1,168
+19
+2% +$3.79K 0.01% 294
2025
Q4 		$207K Buy
+1,149
New +$192K 0.01% 316

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

Clifford Swan Investment Counsel's ROST Position: Q2 2026 in Review

Clifford Swan Investment Counsel sold out of Ross Stores (ROST) in Q2 2026, closing a stake of 1,168 shares — an estimated $253K sold.

Clifford Swan Investment Counsel first reported a position in ROST in Q4 2025 and held it in 2 quarters. The position peaked at $253K in Q1 2026. 1,411 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Clifford Swan Investment Counsel reported no remaining Ross Stores position as of Q2 2026 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 1,168 Ross Stores shares in Q2 2026, an estimated $253K.
  • Clifford Swan Investment Counsel first reported a position in Ross Stores in Q4 2025 and held it in 2 quarters.
  • Clifford Swan Investment Counsel's Ross Stores position peaked at $253K in Q1 2026.
  • 1,411 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.