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Roehl & Yi Investment Advisors’s Ross Stores ROST Stock Holding History

Roehl & Yi 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 		$237K Sell
1,115
-13
-1% -$2.92K 0.08% 168
2026
Q1 		$244K Buy
+1,128
New +$225K 0.09% 149

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

Roehl & Yi Investment Advisors's ROST Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Ross Stores (ROST) stake by 1.2% in Q2 2026, selling an estimated $2.92K and leaving 1,115 shares worth $237K. The position accounts for 0.08% of the portfolio, ranked #168.

Roehl & Yi Investment Advisors first reported a position in ROST in Q1 2026 and has held it in 2 quarters since. The position peaked at $244K in Q1 2026. 1,414 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Roehl & Yi Investment Advisors held 1,115 shares of Ross Stores worth $237K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 13 Ross Stores shares in Q2 2026, an estimated $2.92K.
  • Ross Stores made up 0.08% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #168 holding.
  • Roehl & Yi Investment Advisors first reported a position in Ross Stores in Q1 2026 and has held it in 2 quarters since.
  • Roehl & Yi Investment Advisors's Ross Stores position peaked at $244K in Q1 2026.
  • 1,414 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.