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Modern Wealth Management’s Ross Stores ROST Stock Holding History

Modern Wealth Management’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 		$486K Buy
2,210
+127
+6% +$25.3K 0.01% 586
2025
Q4 		$375K Buy
2,083
+226
+12% +$37.7K 0.01% 613
2025
Q3 		$283K Buy
1,857
+23
+1% +$3.28K 0.01% 664
2025
Q2 		$234K Buy
1,834
+19
+1% +$2.64K 0.01% 688
2025
Q1 		$232K Sell
1,815
-240
-12% -$33.6K 0.01% 604
2024
Q4 		$311K Buy
+2,055
New +$302K 0.01% 448

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

Modern Wealth Management's ROST Position: Q1 2026 in Review

Modern Wealth Management increased its Ross Stores (ROST) stake by 6.1% in Q1 2026, buying an estimated $25.3K and bringing the position to 2,210 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #586.

Modern Wealth Management first reported a position in ROST in Q4 2024 and has held it in 6 quarters since. 1,348 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

  • Modern Wealth Management held 2,210 shares of Ross Stores worth $486K as of Q1 2026.
  • Modern Wealth Management bought 127 Ross Stores shares in Q1 2026, an estimated $25.3K.
  • Ross Stores made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #586 holding.
  • Modern Wealth Management first reported a position in Ross Stores in Q4 2024 and has held it in 6 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.