EWM
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Evermay Wealth Management’s Ross Stores ROST Stock Holding History

Evermay 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 		$48.7K Buy
+229
New +$51.5K 0.01% 361
2024
Q1 		– Sell
-3
Closed -$416 – 709
2023
Q4 		$416 Buy
+3
New +$374 ﹤0.01% 579

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

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

Evermay Wealth Management opened a new position in Ross Stores (ROST) in Q2 2026: 229 shares worth $48.7K. The stake represents 0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in ROST as recently as Q4 2023.

Evermay Wealth Management first reported a position in ROST in Q4 2023 and has held it in 2 quarters since. 1,420 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Evermay Wealth Management held 229 shares of Ross Stores worth $48.7K as of Q2 2026.
  • Ross Stores was a new Evermay Wealth Management position in Q2 2026.
  • Ross Stores made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #361 holding.
  • Evermay Wealth Management first reported a position in Ross Stores in Q4 2023 and has held it in 2 quarters since.
  • 1,420 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.