SageView Advisory Group’s Ross Stores ROST Stock Holding History

SageView Advisory Group’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	$278K	Buy	1,306 +194	+17%	+$43.7K	0.01%	515
2026 Q1	$241K	Sell	1,112 -44	-4%	-$8.77K	0.01%	524
2025 Q4	$208K	Buy	+1,156	New	+$193K	0.01%	588
2024 Q1	–	Sell	-1,953	Closed	-$278K	–	748
2023 Q4	$278K	Buy	+1,953	New	+$243K	0.01%	534

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

SageView Advisory Group's ROST Position: Q2 2026 in Review

SageView Advisory Group increased its Ross Stores (ROST) stake by 17% in Q2 2026, buying an estimated $43.7K and bringing the position to 1,306 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #515.

SageView Advisory Group first reported a position in ROST in Q4 2023 and has held it in 4 quarters since. The position peaked at $278K in Q4 2023. 1,418 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

SageView Advisory Group held 1,306 shares of Ross Stores worth $278K as of Q2 2026.
SageView Advisory Group bought 194 Ross Stores shares in Q2 2026, an estimated $43.7K.
Ross Stores made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #515 holding.
SageView Advisory Group first reported a position in Ross Stores in Q4 2023 and has held it in 4 quarters since.
SageView Advisory Group's Ross Stores position peaked at $278K in Q4 2023.
1,418 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.