Marshall & Sterling Wealth Advisors’s Ross Stores ROST Stock Holding History

Marshall & Sterling 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	$60.9K	Buy	286 +1	+0.4%	+$225	0.04%	139
2026 Q1	$61.8K	Hold	285	–	–	0.04%	135
2025 Q4	$51.3K	Sell	285 -78	-21%	-$13K	0.03%	139
2025 Q3	$55.2K	Sell	363 -70	-16%	-$9.99K	0.04%	163
2025 Q2	$55.1K	Sell	433 -28	-6%	-$3.89K	0.04%	151
2025 Q1	$58.9K	Buy	461 +110	+31%	+$15.4K	0.04%	135
2024 Q4	$53.1K	Buy	+351	New	+$51.6K	0.04%	122

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

Marshall & Sterling Wealth Advisors's ROST Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Ross Stores (ROST) stake by 0.35% in Q2 2026, buying an estimated $225 and bringing the position to 286 shares worth $60.9K. The position accounts for 0.04% of the portfolio, ranked #139.

Marshall & Sterling Wealth Advisors first reported a position in ROST in Q4 2024 and has held it in 7 quarters since. The position peaked at $61.8K in Q1 2026. 1,422 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

Marshall & Sterling Wealth Advisors held 286 shares of Ross Stores worth $60.9K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 1 Ross Stores share in Q2 2026, an estimated $225.
Ross Stores made up 0.04% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #139 holding.
Marshall & Sterling Wealth Advisors first reported a position in Ross Stores in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Ross Stores position peaked at $61.8K in Q1 2026.
1,422 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.