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Sage Mountain Advisors’s Ross Stores ROST Stock Holding History

Sage Mountain 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
2025
Q4 		– Sell
-1,367
Closed -$208K – 596
2025
Q3 		$208K Sell
1,367
-317
-19% -$45.3K 0.01% 459
2025
Q2 		$215K Buy
+1,684
New +$234K 0.01% 399
2025
Q1 		– Sell
-1,777
Closed -$269K – 516
2024
Q4 		$269K Buy
1,777
+226
+15% +$33.2K 0.02% 322
2024
Q3 		$233K Buy
1,551
+90
+6% +$13.3K 0.02% 351
2024
Q2 		$212K Buy
+1,461
New +$202K 0.02% 325

Other funds holding ROST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sage Mountain Advisors's ROST Position: Q4 2025 in Review

Sage Mountain Advisors sold out of Ross Stores (ROST) in Q4 2025, closing a stake of 1,367 shares — an estimated $208K sold.

Sage Mountain Advisors first reported a position in ROST in Q2 2024 and held it in 5 quarters. The position peaked at $269K in Q4 2024. 1,216 funds tracked by Wall St. Rank hold ROST as of Q4 2025.

  • Sage Mountain Advisors reported no remaining Ross Stores position as of Q4 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,367 Ross Stores shares in Q4 2025, an estimated $208K.
  • Sage Mountain Advisors first reported a position in Ross Stores in Q2 2024 and held it in 5 quarters.
  • Sage Mountain Advisors's Ross Stores position peaked at $269K in Q4 2024.
  • 1,216 funds tracked by Wall St. Rank held Ross Stores as of Q4 2025.

Based on Sage Mountain Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.