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Legacy Financial Advisors’s Ross Stores ROST Stock Holding History

Legacy Financial 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
Q1 		$548K Buy
2,530
+351
+16% +$69.9K 0.08% 225
2025
Q4 		$392K Buy
2,179
+495
+29% +$82.6K 0.05% 264
2025
Q3 		$257K Buy
1,684
+75
+5% +$10.7K 0.04% 360
2025
Q2 		$205K Buy
+1,609
New +$223K 0.03% 333
2025
Q1 		– Sell
-1,581
Closed -$239K – 373
2024
Q4 		$239K Buy
1,581
+43
+3% +$6.32K 0.04% 304
2024
Q3 		$231K Buy
1,538
+83
+6% +$12.2K 0.04% 317
2024
Q2 		$211K Buy
1,455
+55
+4% +$7.61K 0.04% 314
2024
Q1 		$205K Buy
+1,400
New +$201K 0.04% 305
2019
Q2 		– Sell
-359
Closed -$33K – 736
2019
Q1 		$33K Sell
359
-54
-13% -$4.96K 0.01% 354
2018
Q4 		$34K Buy
413
+220
+114% +$19.9K 0.01% 308
2018
Q3 		$19K Hold
193
– – 0.01% 381
2018
Q2 		$16K Hold
193
– – 0.01% 415
2018
Q1 		$15K Buy
193
+13
+7% +$1.03K 0.01% 405
2017
Q4 		$14K Buy
+180
New +$12.6K 0.01% 419

Other funds holding ROST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Advisors's ROST Position: Q1 2026 in Review

Legacy Financial Advisors increased its Ross Stores (ROST) stake by 16% in Q1 2026, buying an estimated $69.9K and bringing the position to 2,530 shares worth $548K. The position accounts for 0.08% of the portfolio, ranked #225.

Legacy Financial Advisors first reported a position in ROST in Q4 2017 and has held it in 14 quarters since. 1,350 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

  • Legacy Financial Advisors held 2,530 shares of Ross Stores worth $548K as of Q1 2026.
  • Legacy Financial Advisors bought 351 Ross Stores shares in Q1 2026, an estimated $69.9K.
  • Ross Stores made up 0.08% of Legacy Financial Advisors's portfolio in Q1 2026, its #225 holding.
  • Legacy Financial Advisors first reported a position in Ross Stores in Q4 2017 and has held it in 14 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.