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Halbert Hargrove Global Advisors’s Ross Stores ROST Stock Holding History

Halbert Hargrove Global 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 		$1.98K Buy
+9
New +$2.02K ﹤0.01% 388
2025
Q4 		– Sell
-21
Closed -$3.2K – 679
2025
Q3 		$3.2K Buy
+21
New +$3K ﹤0.01% 487
2025
Q2 		– Sell
-1
Closed -$128 – 585
2025
Q1 		$128 Buy
+1
New +$140 ﹤0.01% 624

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

Halbert Hargrove Global Advisors's ROST Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Ross Stores (ROST) in Q2 2026: 9 shares worth $1.98K. The stake represents ﹤0.01% of the portfolio and ranks #388 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in ROST as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in ROST in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.2K in Q3 2025. 1,418 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Halbert Hargrove Global Advisors held 9 shares of Ross Stores worth $1.98K as of Q2 2026.
  • Ross Stores was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Ross Stores made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #388 holding.
  • Halbert Hargrove Global Advisors first reported a position in Ross Stores in Q1 2025 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's Ross Stores position peaked at $3.2K in Q3 2025.
  • 1,418 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.