Crewe Advisors’s Ross Stores ROST Stock Holding History

Crewe 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 Q1	$5.63K	Buy	26 +16	+160%	+$3.19K	﹤0.01%	757
2025 Q4	$1.8K	Buy	+10	New	+$1.67K	﹤0.01%	894
2024 Q3	–	Sell	-275	Closed	-$40K	–	943
2024 Q2	$40K	Buy	275 +136	+98%	+$18.8K	﹤0.01%	407
2024 Q1	$20.4K	Buy	+139	New	+$19.9K	﹤0.01%	489
2023 Q4	–	Sell	-2	Closed	-$226	–	645
2023 Q3	$226	Buy	2 +1	+100%	+$115	﹤0.01%	440
2023 Q2	$113	Buy	+1	New	+$105	﹤0.01%	859
2023 Q1	–	Sell	-57	Closed	-$6.62K	–	1001
2022 Q4	$6.62K	Sell	57 -108	-65%	-$11K	﹤0.01%	624
2022 Q3	$14K	Buy	165 +36	+28%	+$3.06K	﹤0.01%	570
2022 Q2	$9K	Buy	+129	New	+$11.5K	﹤0.01%	634

Other funds holding ROST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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