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New Insight Wealth Advisors’s Ross Stores ROST Stock Holding History

New Insight 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
Q1 		$2.12M Hold
9,773
– – 0.76% 34
2025
Q4 		$1.76M Hold
9,773
– – 0.63% 37
2025
Q3 		$1.49M Hold
9,773
– – 0.56% 37
2025
Q2 		$1.25M Sell
9,773
-69
-0.7% -$9.58K 0.51% 37
2025
Q1 		$1.26M Hold
9,842
– – 0.57% 37
2024
Q4 		$1.49M Hold
9,842
– – 0.75% 26
2024
Q3 		$1.48M Hold
9,842
– – 0.78% 26
2024
Q2 		$1.43M Hold
9,842
– – 0.84% 26
2024
Q1 		$1.44M Hold
9,842
– – 0.9% 25
2023
Q4 		$1.36M Buy
+9,842
New +$1.23M 0.92% 25

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

New Insight Wealth Advisors's ROST Position: Q1 2026 in Review

New Insight Wealth Advisors held its Ross Stores (ROST) position steady in Q1 2026 at 9,773 shares worth $2.12M. The position accounts for 0.76% of the portfolio, ranked #34.

New Insight Wealth Advisors first reported a position in ROST in Q4 2023 and has held it in 10 quarters since. 1,348 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

  • New Insight Wealth Advisors held 9,773 shares of Ross Stores worth $2.12M as of Q1 2026.
  • New Insight Wealth Advisors left its Ross Stores share count unchanged in Q1 2026.
  • Ross Stores made up 0.76% of New Insight Wealth Advisors's portfolio in Q1 2026, its #34 holding.
  • New Insight Wealth Advisors first reported a position in Ross Stores in Q4 2023 and has held it in 10 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.