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Merit Financial Group’s Ross Stores ROST Stock Holding History

Merit Financial Group’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 		$5.53M Buy
25,984
+5,297
+26% +$1.19M 0.03% 400
2026
Q1 		$4.48M Buy
20,687
+3,741
+22% +$745K 0.03% 418
2025
Q4 		$3.05M Buy
16,946
+3,560
+27% +$594K 0.02% 500
2025
Q3 		$2.04M Sell
13,386
-1,545
-10% -$221K 0.02% 567
2025
Q2 		$1.9M Buy
14,931
+5,757
+63% +$799K 0.02% 543
2025
Q1 		$1.17M Buy
9,174
+2,230
+32% +$312K 0.02% 602
2024
Q4 		$1.05M Buy
6,944
+5,039
+265% +$741K 0.02% 493
2024
Q3 		$287K Sell
1,905
-3,457
-64% -$510K 0.01% 683
2024
Q2 		$779K Buy
5,362
+454
+9% +$62.8K 0.02% 477
2024
Q1 		$642K Buy
4,908
+2,874
+141% +$412K 0.02% 512
2023
Q4 		$282K Sell
2,034
-35
-2% -$4.36K 0.01% 641
2023
Q3 		$234K Buy
+2,069
New +$237K 0.01% 658

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

Merit Financial Group's ROST Position: Q2 2026 in Review

Merit Financial Group increased its Ross Stores (ROST) stake by 26% in Q2 2026, buying an estimated $1.19M and bringing the position to 25,984 shares worth $5.53M. The position accounts for 0.03% of the portfolio, ranked #400.

Merit Financial Group first reported a position in ROST in Q3 2023 and has held it in 12 quarters since. 1,413 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Merit Financial Group held 25,984 shares of Ross Stores worth $5.53M as of Q2 2026.
  • Merit Financial Group bought 5,297 Ross Stores shares in Q2 2026, an estimated $1.19M.
  • Ross Stores made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #400 holding.
  • Merit Financial Group first reported a position in Ross Stores in Q3 2023 and has held it in 12 quarters since.
  • 1,413 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.