Legacy Capital Wealth Partners’s Ross Stores ROST Stock Holding History

Legacy Capital Wealth Partners’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	$811K	Buy	3,811 +1,415	+59%	+$318K	0.16%	129
2026 Q1	$519K	Sell	2,396 -1,572	-40%	-$313K	0.11%	202
2025 Q4	$715K	Sell	3,968 -280	-7%	-$46.7K	0.15%	144
2025 Q3	$647K	Sell	4,248 -56	-1%	-$8K	0.14%	159
2025 Q2	$549K	Buy	4,304 +554	+15%	+$76.9K	0.13%	175
2025 Q1	$479K	Sell	3,750 -1,185	-24%	-$166K	0.12%	188
2024 Q4	$746K	Sell	4,935 -654	-12%	-$96.1K	0.18%	110
2024 Q3	$841K	Buy	5,589 +242	+5%	+$35.7K	0.17%	122
2024 Q2	$777K	Buy	+5,347	New	+$739K	0.2%	94
2024 Q1	–	Sell	-7,500	Closed	-$1.04M	–	288
2023 Q4	$1.04M	Sell	7,500 -325	-4%	-$40.5K	0.29%	72
2023 Q3	$884K	Buy	+7,825	New	+$897K	0.24%	84
2023 Q2	–	Sell	-7,259	Closed	-$770K	–	191
2023 Q1	$770K	Buy	+7,259	New	+$815K	0.21%	100

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 $3.38T AUM 44.17% 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

Legacy Capital Wealth Partners's ROST Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Ross Stores (ROST) stake by 59% in Q2 2026, buying an estimated $318K and bringing the position to 3,811 shares worth $811K. The position accounts for 0.16% of the portfolio, ranked #129.

Legacy Capital Wealth Partners first reported a position in ROST in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.04M in Q4 2023. 1,423 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

Legacy Capital Wealth Partners held 3,811 shares of Ross Stores worth $811K as of Q2 2026.
Legacy Capital Wealth Partners bought 1,415 Ross Stores shares in Q2 2026, an estimated $318K.
Ross Stores made up 0.16% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #129 holding.
Legacy Capital Wealth Partners first reported a position in Ross Stores in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's Ross Stores position peaked at $1.04M in Q4 2023.
1,423 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.