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Mount Yale Investment Advisors’s Ross Stores ROST Stock Holding History

Mount Yale Investment 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 		$5.58M Buy
26,201
+106
+0.4% +$23.9K 0.1% 213
2026
Q1 		$5.65M Buy
26,095
+21,431
+459% +$4.27M 0.13% 171
2025
Q4 		$840K Buy
4,664
+3,154
+209% +$526K 0.04% 347
2025
Q3 		$230K Buy
1,510
+1,214
+410% +$173K 0.02% 597
2025
Q2 		$37.8K Buy
+296
New +$41.1K ﹤0.01% 891
2020
Q1 		– Sell
-4,124
Closed -$463K – 329
2019
Q4 		$463K Buy
4,124
+70
+2% +$7.88K 0.08% 217
2019
Q3 		$450K Sell
4,054
-1,112
-22% -$117K 0.08% 210
2019
Q2 		$537K Buy
5,166
+447
+9% +$43.6K 0.1% 171
2019
Q1 		$439K Sell
4,719
-2,063
-30% -$189K 0.08% 205
2018
Q4 		$638K Sell
6,782
-307
-4% -$27.8K 0.13% 144
2018
Q3 		$728K Sell
7,089
-3,168
-31% -$291K 0.13% 134
2018
Q2 		$869K Sell
10,257
-1,882
-16% -$153K 0.16% 123
2018
Q1 		$947K Buy
+12,139
New +$963K 0.2% 107

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's ROST Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Ross Stores (ROST) stake by 0.41% in Q2 2026, buying an estimated $23.9K and bringing the position to 26,201 shares worth $5.58M. The position accounts for 0.1% of the portfolio, ranked #213.

Mount Yale Investment Advisors first reported a position in ROST in Q1 2018 and has held it in 13 quarters since. The position peaked at $5.65M in Q1 2026. 1,423 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Mount Yale Investment Advisors held 26,201 shares of Ross Stores worth $5.58M as of Q2 2026.
  • Mount Yale Investment Advisors bought 106 Ross Stores shares in Q2 2026, an estimated $23.9K.
  • Ross Stores made up 0.1% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #213 holding.
  • Mount Yale Investment Advisors first reported a position in Ross Stores in Q1 2018 and has held it in 13 quarters since.
  • Mount Yale Investment Advisors's Ross Stores position peaked at $5.65M in Q1 2026.
  • 1,423 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.