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 Q2	$3.52M	Buy	14,447 +7,143	+98%	+$1.61M	0.06%	269
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversify Wealth Management's ROST Position: Q2 2026 in Review

Diversify Wealth Management increased its Ross Stores (ROST) stake by 98% in Q2 2026, buying an estimated $1.61M and bringing the position to 14,447 shares worth $3.52M. The position accounts for 0.06% of the portfolio, ranked #269.

Diversify Wealth Management first reported a position in ROST in Q4 2024 and has held it in 4 quarters since. 1,423 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

Diversify Wealth Management held 14,447 shares of Ross Stores worth $3.52M as of Q2 2026.
Diversify Wealth Management bought 7,143 Ross Stores shares in Q2 2026, an estimated $1.61M.
Ross Stores made up 0.06% of Diversify Wealth Management's portfolio in Q2 2026, its #269 holding.
Diversify Wealth Management first reported a position in Ross Stores in Q4 2024 and has held it in 4 quarters since.
1,423 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.