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Elevation Wealth Partners’s Ross Stores ROST Stock Holding History

Elevation 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 		$44.9K Buy
211
+169
+402% +$38K 0.01% 331
2026
Q1 		$9.1K Buy
42
+25
+147% +$4.98K ﹤0.01% 535
2025
Q4 		$3.06K Buy
17
+10
+143% +$1.67K ﹤0.01% 725
2025
Q3 		$1.07K Buy
+7
New +$999 ﹤0.01% 744

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

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

Elevation Wealth Partners increased its Ross Stores (ROST) stake by 402% in Q2 2026, buying an estimated $38K and bringing the position to 211 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #331.

Elevation Wealth Partners first reported a position in ROST in Q3 2025 and has held it in 4 quarters since. 1,418 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Elevation Wealth Partners held 211 shares of Ross Stores worth $44.9K as of Q2 2026.
  • Elevation Wealth Partners bought 169 Ross Stores shares in Q2 2026, an estimated $38K.
  • Ross Stores made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #331 holding.
  • Elevation Wealth Partners first reported a position in Ross Stores in Q3 2025 and has held it in 4 quarters since.
  • 1,418 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.