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Sax Wealth Advisors’s Ross Stores ROST Stock Holding History

Sax Wealth 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
2026
Q2 		$439K Buy
2,024
+64
+3% +$14.4K 0.02% 367
2026
Q1 		$353K Sell
1,960
-900
-31% -$179K 0.02% 356
2025
Q4 		$515K Buy
2,860
+77
+3% +$12.8K 0.02% 293
2025
Q3 		$424K Buy
2,783
+111
+4% +$15.8K 0.02% 299
2025
Q2 		$341K Buy
2,672
+977
+58% +$136K 0.02% 318
2025
Q1 		$217K Sell
1,695
-288
-15% -$40.3K 0.02% 341
2024
Q4 		$300K Buy
1,983
+406
+26% +$59.7K 0.02% 266
2024
Q3 		$237K Buy
+1,577
New +$233K 0.02% 256

Other funds holding ROST

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Sax Wealth Advisors's ROST Position: Q2 2026 in Review

Sax Wealth Advisors increased its Ross Stores (ROST) stake by 3.3% in Q2 2026, buying an estimated $14.4K and bringing the position to 2,024 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #367.

Sax Wealth Advisors first reported a position in ROST in Q3 2024 and has held it in 8 quarters since. The position peaked at $515K in Q4 2025. 265 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Sax Wealth Advisors held 2,024 shares of Ross Stores worth $439K as of Q2 2026.
  • Sax Wealth Advisors bought 64 Ross Stores shares in Q2 2026, an estimated $14.4K.
  • Ross Stores made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #367 holding.
  • Sax Wealth Advisors first reported a position in Ross Stores in Q3 2024 and has held it in 8 quarters since.
  • Sax Wealth Advisors's Ross Stores position peaked at $515K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.