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Crestmont Private Wealth’s Ross Stores ROST Stock Holding History

Crestmont 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 		$202K Sell
949
-43
-4% -$9.68K 0.06% 103
2026
Q1 		$215K Buy
+992
New +$198K 0.07% 99
2025
Q1 		– Sell
-1,376
Closed -$208K – 83
2024
Q4 		$208K Buy
1,376
+12
+0.9% +$1.76K 0.09% 71
2024
Q3 		$205K Buy
+1,364
New +$201K 0.09% 109

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

Crestmont Private Wealth's ROST Position: Q2 2026 in Review

Crestmont Private Wealth reduced its Ross Stores (ROST) stake by 4.3% in Q2 2026, selling an estimated $9.68K and leaving 949 shares worth $202K. The position accounts for 0.06% of the portfolio, ranked #103.

Crestmont Private Wealth first reported a position in ROST in Q3 2024 and has held it in 4 quarters since. The position peaked at $215K in Q1 2026. 1,418 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Crestmont Private Wealth held 949 shares of Ross Stores worth $202K as of Q2 2026.
  • Crestmont Private Wealth sold 43 Ross Stores shares in Q2 2026, an estimated $9.68K.
  • Ross Stores made up 0.06% of Crestmont Private Wealth's portfolio in Q2 2026, its #103 holding.
  • Crestmont Private Wealth first reported a position in Ross Stores in Q3 2024 and has held it in 4 quarters since.
  • Crestmont Private Wealth's Ross Stores position peaked at $215K in Q1 2026.
  • 1,418 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

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