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Kingswood Wealth Advisors’s Ross Stores ROST Stock Holding History

Kingswood 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 		$254K Sell
1,193
-4
-0.3% -$900 0.01% 853
2026
Q1 		$259K Sell
1,197
-123
-9% -$24.5K 0.01% 775
2025
Q4 		$238K Buy
+1,320
New +$220K 0.01% 762
2025
Q2 		– Sell
-1,862
Closed -$238K – 784
2025
Q1 		$238K Buy
1,862
+67
+4% +$9.38K 0.02% 623
2024
Q4 		$272K Buy
+1,795
New +$264K 0.02% 639

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

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

Kingswood Wealth Advisors reduced its Ross Stores (ROST) stake by 0.33% in Q2 2026, selling an estimated $900 and leaving 1,193 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #853.

Kingswood Wealth Advisors first reported a position in ROST in Q4 2024 and has held it in 5 quarters since. The position peaked at $272K in Q4 2024. 1,413 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Kingswood Wealth Advisors held 1,193 shares of Ross Stores worth $254K as of Q2 2026.
  • Kingswood Wealth Advisors sold 4 Ross Stores shares in Q2 2026, an estimated $900.
  • Ross Stores made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #853 holding.
  • Kingswood Wealth Advisors first reported a position in Ross Stores in Q4 2024 and has held it in 5 quarters since.
  • Kingswood Wealth Advisors's Ross Stores position peaked at $272K in Q4 2024.
  • 1,413 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.