Root Financial Partners’s Ross Stores ROST Stock Holding History

Root Financial Partners’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	$338K	Buy	1,586 +567	+56%	+$128K	0.01%	263
2026 Q1	$221K	Buy	1,019 +196	+24%	+$39K	0.01%	312
2025 Q4	$148K	Buy	823 +108	+15%	+$18K	0.01%	348
2025 Q3	$109K	Buy	+715	New	+$102K	0.01%	425

Other funds holding ROST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's ROST Position: Q2 2026 in Review

Root Financial Partners increased its Ross Stores (ROST) stake by 56% in Q2 2026, buying an estimated $128K and bringing the position to 1,586 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #263.

Root Financial Partners first reported a position in ROST in Q3 2025 and has held it in 4 quarters since. 1,418 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

Root Financial Partners held 1,586 shares of Ross Stores worth $338K as of Q2 2026.
Root Financial Partners bought 567 Ross Stores shares in Q2 2026, an estimated $128K.
Ross Stores made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #263 holding.
Root Financial Partners first reported a position in Ross Stores in Q3 2025 and has held it in 4 quarters since.
1,418 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.