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Evolve Private Wealth’s Ross Stores ROST Stock Holding History

Evolve Private Wealth’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 		$1.8M Buy
8,443
+3,494
+71% +$786K 0.11% 165
2026
Q1 		$1.07M Buy
4,949
+1,541
+45% +$307K 0.06% 314
2025
Q4 		$614K Buy
+3,408
New +$569K 0.04% 454

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

Evolve Private Wealth's ROST Position: Q2 2026 in Review

Evolve Private Wealth increased its Ross Stores (ROST) stake by 71% in Q2 2026, buying an estimated $786K and bringing the position to 8,443 shares worth $1.8M. The position accounts for 0.11% of the portfolio, ranked #165.

Evolve Private Wealth first reported a position in ROST in Q4 2025 and has held it in 3 quarters since. 1,413 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Evolve Private Wealth held 8,443 shares of Ross Stores worth $1.8M as of Q2 2026.
  • Evolve Private Wealth bought 3,494 Ross Stores shares in Q2 2026, an estimated $786K.
  • Ross Stores made up 0.11% of Evolve Private Wealth's portfolio in Q2 2026, its #165 holding.
  • Evolve Private Wealth first reported a position in Ross Stores in Q4 2025 and has held it in 3 quarters since.
  • 1,413 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.