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Physician Wealth Advisors’s Ross Stores ROST Stock Holding History

Physician 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 		$48.5K Buy
228
+27
+13% +$6.08K 0.01% 436
2026
Q1 		$43.5K Buy
201
+16
+9% +$3.19K 0.01% 428
2025
Q4 		$33.3K Buy
185
+36
+24% +$6.01K ﹤0.01% 471
2025
Q3 		$22.7K Buy
149
+59
+66% +$8.42K ﹤0.01% 545
2025
Q2 		$11.5K Buy
90
+18
+25% +$2.5K ﹤0.01% 624
2025
Q1 		$9.2K Hold
72
– – ﹤0.01% 621
2024
Q4 		$10.9K Buy
+72
New +$10.6K ﹤0.01% 613

Other funds holding ROST

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Physician Wealth Advisors's ROST Position: Q2 2026 in Review

Physician Wealth Advisors increased its Ross Stores (ROST) stake by 13% in Q2 2026, buying an estimated $6.08K and bringing the position to 228 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #436.

Physician Wealth Advisors first reported a position in ROST in Q4 2024 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Physician Wealth Advisors held 228 shares of Ross Stores worth $48.5K as of Q2 2026.
  • Physician Wealth Advisors bought 27 Ross Stores shares in Q2 2026, an estimated $6.08K.
  • Ross Stores made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #436 holding.
  • Physician Wealth Advisors first reported a position in Ross Stores in Q4 2024 and has held it in 7 quarters since.
  • 267 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.