Institute for Wealth Management’s Ross Stores ROST Stock Holding History

Institute for 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	$215K	Sell	1,008 -5	-0.5%	-$1.13K	0.02%	499
2026 Q1	$220K	Buy	+1,013	New	+$202K	0.02%	508
2025 Q3	–	Sell	-2,535	Closed	-$323K	–	602
2025 Q2	$323K	Sell	2,535 -278	-10%	-$38.6K	0.04%	414
2025 Q1	$360K	Buy	+2,813	New	+$394K	0.05%	371
2020 Q2	–	Sell	-2,308	Closed	-$201K	–	441
2020 Q1	$201K	Sell	2,308 -386	-14%	-$41.2K	0.06%	371
2019 Q4	$314K	Sell	2,694 -11	-0.4%	-$1.24K	0.07%	337
2019 Q3	$297K	Sell	2,705 -705	-21%	-$74.4K	0.07%	329
2019 Q2	$338K	Buy	+3,410	New	+$332K	0.07%	328

Other funds holding ROST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Institute for Wealth Management's ROST Position: Q2 2026 in Review

Institute for Wealth Management reduced its Ross Stores (ROST) stake by 0.49% in Q2 2026, selling an estimated $1.13K and leaving 1,008 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #499.

Institute for Wealth Management first reported a position in ROST in Q2 2019 and has held it in 8 quarters since. The position peaked at $360K in Q1 2025. 1,413 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

Institute for Wealth Management held 1,008 shares of Ross Stores worth $215K as of Q2 2026.
Institute for Wealth Management sold 5 Ross Stores shares in Q2 2026, an estimated $1.13K.
Ross Stores made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #499 holding.
Institute for Wealth Management first reported a position in Ross Stores in Q2 2019 and has held it in 8 quarters since.
Institute for Wealth Management's Ross Stores position peaked at $360K in Q1 2025.
1,413 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.