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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
Q2 		$1.87M Buy
8,793
+7,314
+495% +$1.65M 0.06% 294
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 $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

Simplicity Wealth's ROST Position: Q2 2026 in Review

Simplicity Wealth increased its Ross Stores (ROST) stake by 495% in Q2 2026, buying an estimated $1.65M and bringing the position to 8,793 shares worth $1.87M. The position accounts for 0.06% of the portfolio, ranked #294.

Simplicity Wealth first reported a position in ROST in Q1 2024 and has held it in 5 quarters since. 1,418 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Simplicity Wealth held 8,793 shares of Ross Stores worth $1.87M as of Q2 2026.
  • Simplicity Wealth bought 7,314 Ross Stores shares in Q2 2026, an estimated $1.65M.
  • Ross Stores made up 0.06% of Simplicity Wealth's portfolio in Q2 2026, its #294 holding.
  • Simplicity Wealth first reported a position in Ross Stores in Q1 2024 and has held it in 5 quarters since.
  • 1,418 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.