HFO
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Heritage Family Offices’s Ross Stores ROST Stock Holding History

Heritage Family Offices’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 		$250K Buy
1,176
+156
+15% +$35.1K 0.1% 182
2026
Q1 		$221K Buy
+1,020
New +$203K 0.1% 176

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

Heritage Family Offices's ROST Position: Q2 2026 in Review

Heritage Family Offices increased its Ross Stores (ROST) stake by 15% in Q2 2026, buying an estimated $35.1K and bringing the position to 1,176 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #182.

Heritage Family Offices first reported a position in ROST in Q1 2026 and has held it in 2 quarters since. 1,413 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Heritage Family Offices held 1,176 shares of Ross Stores worth $250K as of Q2 2026.
  • Heritage Family Offices bought 156 Ross Stores shares in Q2 2026, an estimated $35.1K.
  • Ross Stores made up 0.1% of Heritage Family Offices's portfolio in Q2 2026, its #182 holding.
  • Heritage Family Offices first reported a position in Ross Stores in Q1 2026 and has held it in 2 quarters since.
  • 1,413 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.