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Sagespring Wealth Partners’s Ross Stores ROST Stock Holding History

Sagespring Wealth 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
Q1 		$1.16M Buy
5,348
+694
+15% +$138K 0.02% 290
2025
Q4 		$838K Buy
4,654
+245
+6% +$40.9K 0.02% 338
2025
Q3 		$672K Buy
4,409
+192
+5% +$27.4K 0.01% 391
2025
Q2 		$538K Buy
4,217
+475
+13% +$65.9K 0.01% 419
2025
Q1 		$478K Buy
3,742
+183
+5% +$25.6K 0.01% 402
2024
Q4 		$538K Buy
+3,559
New +$523K 0.01% 330

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

Sagespring Wealth Partners's ROST Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Ross Stores (ROST) stake by 15% in Q1 2026, buying an estimated $138K and bringing the position to 5,348 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #290.

Sagespring Wealth Partners first reported a position in ROST in Q4 2024 and has held it in 6 quarters since. 1,350 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

  • Sagespring Wealth Partners held 5,348 shares of Ross Stores worth $1.16M as of Q1 2026.
  • Sagespring Wealth Partners bought 694 Ross Stores shares in Q1 2026, an estimated $138K.
  • Ross Stores made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #290 holding.
  • Sagespring Wealth Partners first reported a position in Ross Stores in Q4 2024 and has held it in 6 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.