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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
Q2 		$1.13M Sell
5,317
-31
-0.6% -$6.97K 0.02% 316
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 $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

Sagespring Wealth Partners's ROST Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Ross Stores (ROST) stake by 0.58% in Q2 2026, selling an estimated $6.97K and leaving 5,317 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #316.

Sagespring Wealth Partners first reported a position in ROST in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q1 2026. 1,421 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Sagespring Wealth Partners held 5,317 shares of Ross Stores worth $1.13M as of Q2 2026.
  • Sagespring Wealth Partners sold 31 Ross Stores shares in Q2 2026, an estimated $6.97K.
  • Ross Stores made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #316 holding.
  • Sagespring Wealth Partners first reported a position in Ross Stores in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Ross Stores position peaked at $1.16M in Q1 2026.
  • 1,421 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.