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Finivi Inc’s Ross Stores ROST Stock Holding History

Finivi Inc’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 		$331K Sell
1,556
-34
-2% -$7.65K 0.17% 92
2026
Q1 		$344K Sell
1,590
-87
-5% -$17.3K 0.19% 85
2025
Q4 		$302K Buy
1,677
+31
+2% +$5.17K 0.17% 84
2025
Q3 		$251K Buy
1,646
+66
+4% +$9.42K 0.16% 91
2025
Q2 		$202K Buy
+1,580
New +$219K 0.14% 98

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

Finivi Inc's ROST Position: Q2 2026 in Review

Finivi Inc reduced its Ross Stores (ROST) stake by 2.1% in Q2 2026, selling an estimated $7.65K and leaving 1,556 shares worth $331K. The position accounts for 0.17% of the portfolio, ranked #92.

Finivi Inc first reported a position in ROST in Q2 2025 and has held it in 5 quarters since. The position peaked at $344K in Q1 2026. 1,395 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Finivi Inc held 1,556 shares of Ross Stores worth $331K as of Q2 2026.
  • Finivi Inc sold 34 Ross Stores shares in Q2 2026, an estimated $7.65K.
  • Ross Stores made up 0.17% of Finivi Inc's portfolio in Q2 2026, its #92 holding.
  • Finivi Inc first reported a position in Ross Stores in Q2 2025 and has held it in 5 quarters since.
  • Finivi Inc's Ross Stores position peaked at $344K in Q1 2026.
  • 1,395 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.