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Concurrent Investment Advisors’s Ross Stores ROST Stock Holding History

Concurrent Investment Advisors’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 		$4.17M Buy
19,582
+6,586
+51% +$1.48M 0.04% 485
2026
Q1 		$2.82M Buy
12,996
+9,867
+315% +$1.97M 0.03% 508
2025
Q4 		$564K Buy
+3,129
New +$522K 0.01% 1095

Other funds holding ROST

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Concurrent Investment Advisors's ROST Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Ross Stores (ROST) stake by 51% in Q2 2026, buying an estimated $1.48M and bringing the position to 19,582 shares worth $4.17M. The position accounts for 0.04% of the portfolio, ranked #485.

Concurrent Investment Advisors first reported a position in ROST in Q4 2025 and has held it in 3 quarters since. 623 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Concurrent Investment Advisors held 19,582 shares of Ross Stores worth $4.17M as of Q2 2026.
  • Concurrent Investment Advisors bought 6,586 Ross Stores shares in Q2 2026, an estimated $1.48M.
  • Ross Stores made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #485 holding.
  • Concurrent Investment Advisors first reported a position in Ross Stores in Q4 2025 and has held it in 3 quarters since.
  • 623 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.