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Diversify Wealth Management’s Ross Stores ROST Stock Holding History

Diversify Wealth Management’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 		$1.64M Buy
7,304
+5,893
+418% +$1.17M 0.03% 437
2025
Q4 		$273K Buy
+1,411
New +$235K 0.01% 540
2025
Q1 		– Sell
-1,566
Closed -$238K – 546
2024
Q4 		$238K Buy
+1,566
New +$230K 0.02% 464

Other funds holding ROST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Diversify Wealth Management's ROST Position: Q1 2026 in Review

Diversify Wealth Management increased its Ross Stores (ROST) stake by 418% in Q1 2026, buying an estimated $1.17M and bringing the position to 7,304 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #437.

Diversify Wealth Management first reported a position in ROST in Q4 2024 and has held it in 3 quarters since. 1,348 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

  • Diversify Wealth Management held 7,304 shares of Ross Stores worth $1.64M as of Q1 2026.
  • Diversify Wealth Management bought 5,893 Ross Stores shares in Q1 2026, an estimated $1.17M.
  • Ross Stores made up 0.03% of Diversify Wealth Management's portfolio in Q1 2026, its #437 holding.
  • Diversify Wealth Management first reported a position in Ross Stores in Q4 2024 and has held it in 3 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.