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Simplicity Wealth’s Ross Stores ROST Stock Holding History

Simplicity Wealth’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 		$320K Buy
1,479
+193
+15% +$38.4K 0.02% 566
2025
Q4 		$232K Buy
+1,286
New +$215K 0.01% 632
2024
Q3 		– Sell
-6,125
Closed -$890K – 1056
2024
Q2 		$890K Buy
6,125
+142
+2% +$19.6K 0.02% 569
2024
Q1 		$878K Buy
+5,983
New +$857K 0.02% 558

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

Simplicity Wealth's ROST Position: Q1 2026 in Review

Simplicity Wealth increased its Ross Stores (ROST) stake by 15% in Q1 2026, buying an estimated $38.4K and bringing the position to 1,479 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #566.

Simplicity Wealth first reported a position in ROST in Q1 2024 and has held it in 4 quarters since. The position peaked at $890K in Q2 2024. 1,348 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

  • Simplicity Wealth held 1,479 shares of Ross Stores worth $320K as of Q1 2026.
  • Simplicity Wealth bought 193 Ross Stores shares in Q1 2026, an estimated $38.4K.
  • Ross Stores made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #566 holding.
  • Simplicity Wealth first reported a position in Ross Stores in Q1 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's Ross Stores position peaked at $890K in Q2 2024.
  • 1,348 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.