HHM Wealth Advisors’s Ross Stores ROST Stock Holding History

HHM Wealth 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	$10.9K	Buy	+51	New	+$11.5K	﹤0.01%	622
2025 Q1	–	Sell	-10	Closed	-$1.51K	–	1025
2024 Q4	$1.51K	Buy	+10	New	+$1.47K	﹤0.01%	787
2021 Q3	–	Sell	-116	Closed	-$14K	–	654
2021 Q2	$14K	Hold	116	–	–	﹤0.01%	445
2021 Q1	$14K	Hold	116	–	–	﹤0.01%	420
2020 Q4	$14K	Hold	116	–	–	﹤0.01%	393
2020 Q3	$11K	Hold	116	–	–	﹤0.01%	380
2020 Q2	$10K	Buy	+116	New	+$10.5K	﹤0.01%	371

Other funds holding ROST

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HHM Wealth Advisors's ROST Position: Q2 2026 in Review

HHM Wealth Advisors opened a new position in Ross Stores (ROST) in Q2 2026: 51 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #622 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in ROST as recently as Q4 2024.

HHM Wealth Advisors first reported a position in ROST in Q2 2020 and has held it in 7 quarters since. The position peaked at $14K in Q2 2021. 227 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

HHM Wealth Advisors held 51 shares of Ross Stores worth $10.9K as of Q2 2026.
Ross Stores was a new HHM Wealth Advisors position in Q2 2026.
Ross Stores made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #622 holding.
HHM Wealth Advisors first reported a position in Ross Stores in Q2 2020 and has held it in 7 quarters since.
HHM Wealth Advisors's Ross Stores position peaked at $14K in Q2 2021.
227 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.