EWA
ROST icon

EverSource Wealth Advisors’s Ross Stores ROST Stock Holding History

EverSource 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
Q2 		$633K Sell
2,973
-491
-14% -$110K 0.02% 482
2026
Q1 		$750K Buy
3,464
+755
+28% +$150K 0.02% 459
2025
Q4 		$488K Buy
2,709
+363
+15% +$60.6K 0.02% 552
2025
Q3 		$358K Buy
2,346
+390
+20% +$55.7K 0.01% 637
2025
Q2 		$249K Buy
1,956
+771
+65% +$107K 0.01% 762
2025
Q1 		$151K Buy
1,185
+432
+57% +$60.5K 0.01% 762
2024
Q4 		$114K Buy
753
+196
+35% +$28.8K 0.01% 865
2024
Q3 		$83.9K Sell
557
-192
-26% -$28.3K 0.01% 858
2024
Q2 		$107K Sell
749
-125
-14% -$17.3K 0.01% 768
2024
Q1 		$113K Sell
874
-14
-2% -$2.01K 0.01% 669
2023
Q4 		$123K Buy
888
+73
+9% +$9.09K 0.01% 574
2023
Q3 		$92.1K Buy
815
+25
+3% +$2.87K 0.01% 595
2023
Q2 		$88.6K Sell
790
-145
-16% -$15.2K 0.01% 621
2023
Q1 		$99.3K Sell
935
-330
-26% -$37.1K 0.01% 548
2022
Q4 		$147K Sell
1,265
-186
-13% -$19K 0.02% 412
2022
Q3 		$122K Sell
1,451
-48
-3% -$4.07K 0.03% 381
2022
Q2 		$105K Buy
1,499
+253
+20% +$22.5K 0.03% 363
2022
Q1 		$112K Sell
1,246
-77
-6% -$7.34K 0.03% 318
2021
Q4 		$151K Buy
+1,323
New +$148K 0.04% 261

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

EverSource Wealth Advisors's ROST Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Ross Stores (ROST) stake by 14% in Q2 2026, selling an estimated $110K and leaving 2,973 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #482.

EverSource Wealth Advisors first reported a position in ROST in Q4 2021 and has held it in 19 quarters since. The position peaked at $750K in Q1 2026. 1,422 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • EverSource Wealth Advisors held 2,973 shares of Ross Stores worth $633K as of Q2 2026.
  • EverSource Wealth Advisors sold 491 Ross Stores shares in Q2 2026, an estimated $110K.
  • Ross Stores made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #482 holding.
  • EverSource Wealth Advisors first reported a position in Ross Stores in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Ross Stores position peaked at $750K in Q1 2026.
  • 1,422 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.