IWA
ROST icon

Icon Wealth Advisors’s Ross Stores ROST Stock Holding History

Icon 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 		$935K Sell
4,394
-85
-2% -$19.1K 0.06% 196
2026
Q1 		$1.01M Buy
+4,479
New +$892K 0.07% 166

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

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

Icon Wealth Advisors reduced its Ross Stores (ROST) stake by 1.9% in Q2 2026, selling an estimated $19.1K and leaving 4,394 shares worth $935K. The position accounts for 0.06% of the portfolio, ranked #196.

Icon Wealth Advisors first reported a position in ROST in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.01M in Q1 2026. 1,418 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Icon Wealth Advisors held 4,394 shares of Ross Stores worth $935K as of Q2 2026.
  • Icon Wealth Advisors sold 85 Ross Stores shares in Q2 2026, an estimated $19.1K.
  • Ross Stores made up 0.06% of Icon Wealth Advisors's portfolio in Q2 2026, its #196 holding.
  • Icon Wealth Advisors first reported a position in Ross Stores in Q1 2026 and has held it in 2 quarters since.
  • Icon Wealth Advisors's Ross Stores position peaked at $1.01M in Q1 2026.
  • 1,418 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.