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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
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 $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

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

EverSource Wealth Advisors increased its Ross Stores (ROST) stake by 28% in Q1 2026, buying an estimated $150K and bringing the position to 3,464 shares worth $750K. The position accounts for 0.02% of the portfolio, ranked #459.

EverSource Wealth Advisors first reported a position in ROST in Q4 2021 and has held it in 18 quarters since. 1,348 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

  • EverSource Wealth Advisors held 3,464 shares of Ross Stores worth $750K as of Q1 2026.
  • EverSource Wealth Advisors bought 755 Ross Stores shares in Q1 2026, an estimated $150K.
  • Ross Stores made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #459 holding.
  • EverSource Wealth Advisors first reported a position in Ross Stores in Q4 2021 and has held it in 18 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

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