Empirical Wealth Management’s Ross Stores ROST Stock Holding History

Empirical 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	$973K	Buy	4,569 +1,276	+39%	+$287K	0.01%	414
2026 Q1	$713K	Buy	3,293 +1,771	+116%	+$353K	0.01%	442
2025 Q4	$274K	Buy	+1,522	New	+$254K	﹤0.01%	723
2023 Q2	–	Sell	-3,054	Closed	-$324K	–	501
2023 Q1	$324K	Buy	3,054 +315	+12%	+$35.4K	0.01%	383
2022 Q4	$318K	Sell	2,739 -1,548	-36%	-$158K	0.02%	373
2022 Q3	$361K	Buy	+4,287	New	+$364K	0.02%	346
2022 Q2	–	Sell	-2,795	Closed	-$253K	–	520
2022 Q1	$253K	Sell	2,795 -11	-0.4%	-$1.05K	0.01%	431
2021 Q4	$321K	Buy	+2,806	New	+$314K	0.02%	409

Other funds holding ROST

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Empirical Wealth Management increased its Ross Stores (ROST) stake by 39% in Q2 2026, buying an estimated $287K and bringing the position to 4,569 shares worth $973K. The position accounts for 0.01% of the portfolio, ranked #414.

Empirical Wealth Management first reported a position in ROST in Q4 2021 and has held it in 8 quarters since. 511 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

Empirical Wealth Management held 4,569 shares of Ross Stores worth $973K as of Q2 2026.
Empirical Wealth Management bought 1,276 Ross Stores shares in Q2 2026, an estimated $287K.
Ross Stores made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #414 holding.
Empirical Wealth Management first reported a position in Ross Stores in Q4 2021 and has held it in 8 quarters since.
511 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.