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EP Wealth Advisors’s Ross Stores ROST Stock Holding History

EP Wealth Advisors’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 		$1.9M Buy
8,793
+473
+6% +$94.2K 0.01% 486
2025
Q4 		$1.5M Buy
+8,320
New +$1.39M 0.01% 513
2025
Q2 		$1.24M Buy
9,683
+4,163
+75% +$578K 0.01% 519
2025
Q1 		$705K Buy
5,520
+105
+2% +$14.7K 0.01% 596
2024
Q4 		$819K Sell
5,415
-116
-2% -$17.1K 0.01% 557
2024
Q3 		$832K Buy
5,531
+1,015
+22% +$150K 0.01% 538
2024
Q2 		$656K Sell
4,516
-1,629
-27% -$225K 0.01% 477
2024
Q1 		$902K Sell
6,145
-5,845
-49% -$837K 0.01% 395
2023
Q4 		$1.66M Buy
11,990
+5,548
+86% +$691K 0.02% 289
2023
Q3 		$728K Sell
6,442
-9,879
-61% -$1.13M 0.01% 393
2023
Q2 		$722K Sell
16,321
-644
-4% -$67.7K 0.01% 387
2023
Q1 		$4.98M Buy
16,965
+13,034
+332% +$1.46M 0.09% 135
2022
Q4 		$456K Buy
+3,931
New +$401K 0.01% 398
2022
Q3 		– Sell
-4,007
Closed -$281K – 566
2022
Q2 		$281K Buy
4,007
+418
+12% +$37.2K 0.01% 493
2022
Q1 		$325K Sell
3,589
-322
-8% -$30.7K 0.01% 474
2021
Q4 		$447K Buy
3,911
+259
+7% +$29K 0.01% 379
2021
Q3 		$398K Buy
+3,652
New +$438K 0.01% 376
2020
Q1 		– Sell
-6,242
Closed -$727K – 425
2019
Q4 		$727K Buy
+6,242
New +$702K 0.03% 228
2018
Q4 		– Sell
-2,275
Closed -$225K – 295
2018
Q3 		$225K Buy
+2,275
New +$209K 0.02% 256
2016
Q4 		– Sell
-3,119
Closed -$201K – 151
2016
Q3 		$201K Buy
+3,119
New +$192K 0.03% 130

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

EP Wealth Advisors's ROST Position: Q1 2026 in Review

EP Wealth Advisors increased its Ross Stores (ROST) stake by 5.7% in Q1 2026, buying an estimated $94.2K and bringing the position to 8,793 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #486.

EP Wealth Advisors first reported a position in ROST in Q3 2016 and has held it in 20 quarters since. The position peaked at $4.98M in Q1 2023. 1,348 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

  • EP Wealth Advisors held 8,793 shares of Ross Stores worth $1.9M as of Q1 2026.
  • EP Wealth Advisors bought 473 Ross Stores shares in Q1 2026, an estimated $94.2K.
  • Ross Stores made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #486 holding.
  • EP Wealth Advisors first reported a position in Ross Stores in Q3 2016 and has held it in 20 quarters since.
  • EP Wealth Advisors's Ross Stores position peaked at $4.98M in Q1 2023.
  • 1,348 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.