Everhart Financial Group’s Ross Stores ROST Stock Holding History

Everhart Financial Group’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	$1.15M	Sell	5,385 -186	-3%	-$41.9K	0.07%	147
2026 Q1	$1.21M	Buy	5,571 +708	+15%	+$141K	0.1%	131
2025 Q4	$876K	Buy	4,863 +971	+25%	+$162K	0.08%	176
2025 Q3	$593K	Buy	3,892 +590	+18%	+$84.2K	0.06%	227
2025 Q2	$421K	Buy	3,302 +296	+10%	+$41.1K	0.05%	249
2025 Q1	$384K	Sell	3,006 -199	-6%	-$27.9K	0.05%	244
2024 Q4	$485K	Sell	3,205 -8	-0.2%	-$1.18K	0.1%	197
2024 Q3	$484K	Buy	3,213 +635	+25%	+$93.7K	0.11%	198
2024 Q2	$375K	Buy	2,578 +698	+37%	+$96.5K	0.1%	204
2024 Q1	$276K	Buy	+1,880	New	+$269K	0.08%	225

Other funds holding ROST

FAM

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Everhart Financial Group's ROST Position: Q2 2026 in Review

Everhart Financial Group reduced its Ross Stores (ROST) stake by 3.3% in Q2 2026, selling an estimated $41.9K and leaving 5,385 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #147.

Everhart Financial Group first reported a position in ROST in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.21M in Q1 2026. 223 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

Everhart Financial Group held 5,385 shares of Ross Stores worth $1.15M as of Q2 2026.
Everhart Financial Group sold 186 Ross Stores shares in Q2 2026, an estimated $41.9K.
Ross Stores made up 0.07% of Everhart Financial Group's portfolio in Q2 2026, its #147 holding.
Everhart Financial Group first reported a position in Ross Stores in Q1 2024 and has held it in 10 quarters since.
Everhart Financial Group's Ross Stores position peaked at $1.21M in Q1 2026.
223 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.