HWM
ROST icon

HB Wealth Management’s Ross Stores ROST Stock Holding History

HB Wealth 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 		$3.53M Buy
16,589
+1,992
+14% +$448K 0.02% 346
2026
Q1 		$3.16M Buy
14,597
+2,738
+23% +$545K 0.02% 331
2025
Q4 		$2.14M Buy
11,859
+907
+8% +$151K 0.01% 398
2025
Q3 		$1.67M Buy
10,952
+954
+10% +$136K 0.01% 461
2025
Q2 		$1.28M Sell
9,998
-2,016
-17% -$280K 0.01% 472
2025
Q1 		$1.54M Buy
12,014
+6,148
+105% +$860K 0.01% 436
2024
Q4 		$887K Buy
5,866
+986
+20% +$145K 0.01% 435
2024
Q3 		$735K Buy
4,880
+655
+16% +$96.7K 0.01% 468
2024
Q2 		$614K Buy
4,225
+239
+6% +$33.1K 0.01% 477
2024
Q1 		$585K Buy
3,986
+287
+8% +$41.1K 0.01% 454
2023
Q4 		$512K Buy
3,699
+580
+19% +$72.2K 0.01% 452
2023
Q3 		$352K Buy
3,119
+605
+24% +$69.4K 0.01% 527
2023
Q2 		$282K Buy
2,514
+205
+9% +$21.6K ﹤0.01% 564
2023
Q1 		$245K Sell
2,309
-31
-1% -$3.48K ﹤0.01% 599
2022
Q4 		$272K Buy
+2,340
New +$239K ﹤0.01% 544

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

HB Wealth Management's ROST Position: Q2 2026 in Review

HB Wealth Management increased its Ross Stores (ROST) stake by 14% in Q2 2026, buying an estimated $448K and bringing the position to 16,589 shares worth $3.53M. The position accounts for 0.02% of the portfolio, ranked #346.

HB Wealth Management first reported a position in ROST in Q4 2022 and has held it in 15 quarters since. 1,413 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • HB Wealth Management held 16,589 shares of Ross Stores worth $3.53M as of Q2 2026.
  • HB Wealth Management bought 1,992 Ross Stores shares in Q2 2026, an estimated $448K.
  • Ross Stores made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #346 holding.
  • HB Wealth Management first reported a position in Ross Stores in Q4 2022 and has held it in 15 quarters since.
  • 1,413 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.