GeoWealth Management’s Ross Stores ROST Stock Holding History

GeoWealth 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	$154K	Sell	726 -953	-57%	-$214K	﹤0.01%	812
2026 Q1	$364K	Buy	+1,679	New	+$334K	0.01%	551
2025 Q3	–	Sell	-486	Closed	-$62.1K	–	1125
2025 Q2	$62.1K	Buy	+486	New	+$67.5K	﹤0.01%	904
2025 Q1	–	Sell	-1,002	Closed	-$152K	–	1660
2024 Q4	$152K	Sell	1,002 -117	-10%	-$17.2K	0.01%	854
2024 Q3	$168K	Buy	+1,119	New	+$165K	0.01%	763
2019 Q4	–	Sell	-1,886	Closed	-$207K	–	182
2019 Q3	$207K	Buy	+1,886	New	+$199K	0.05%	202

Other funds holding ROST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GeoWealth Management's ROST Position: Q2 2026 in Review

GeoWealth Management reduced its Ross Stores (ROST) stake by 57% in Q2 2026, selling an estimated $214K and leaving 726 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

GeoWealth Management first reported a position in ROST in Q3 2019 and has held it in 6 quarters since. The position peaked at $364K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

GeoWealth Management held 726 shares of Ross Stores worth $154K as of Q2 2026.
GeoWealth Management sold 953 Ross Stores shares in Q2 2026, an estimated $214K.
Ross Stores made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #812 holding.
GeoWealth Management first reported a position in Ross Stores in Q3 2019 and has held it in 6 quarters since.
GeoWealth Management's Ross Stores position peaked at $364K in Q1 2026.
1,413 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.