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Cyndeo Wealth Partners’s Ross Stores ROST Stock Holding History

Cyndeo Wealth Partners’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 		$1.66M Buy
7,809
+301
+4% +$67.7K 0.08% 211
2026
Q1 		$1.63M Buy
7,508
+6,312
+528% +$1.26M 0.09% 190
2025
Q4 		$215K Buy
+1,196
New +$200K 0.01% 454
2025
Q1 		– Sell
-1,327
Closed -$201K – 472
2024
Q4 		$201K Sell
1,327
-101
-7% -$14.8K 0.01% 435
2024
Q3 		$215K Buy
+1,428
New +$211K 0.02% 425
2024
Q2 		– Sell
-1,374
Closed -$202K – 415
2024
Q1 		$202K Buy
+1,374
New +$197K 0.02% 374

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

Cyndeo Wealth Partners's ROST Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Ross Stores (ROST) stake by 4% in Q2 2026, buying an estimated $67.7K and bringing the position to 7,809 shares worth $1.66M. The position accounts for 0.08% of the portfolio, ranked #211.

Cyndeo Wealth Partners first reported a position in ROST in Q1 2024 and has held it in 6 quarters since. 1,413 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Cyndeo Wealth Partners held 7,809 shares of Ross Stores worth $1.66M as of Q2 2026.
  • Cyndeo Wealth Partners bought 301 Ross Stores shares in Q2 2026, an estimated $67.7K.
  • Ross Stores made up 0.08% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #211 holding.
  • Cyndeo Wealth Partners first reported a position in Ross Stores in Q1 2024 and has held it in 6 quarters since.
  • 1,413 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.