SWA
ROST icon

SOA Wealth Advisors’s Ross Stores ROST Stock Holding History

SOA 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
Q1 		$11.7K Hold
11,676
– – ﹤0.01% 571
2025
Q4 		$11.7K Hold
11,676
– – ﹤0.01% 576
2025
Q3 		$11.7K Hold
11,676
– – ﹤0.01% 589
2025
Q2 		$11.7K Buy
11,676
+2,109
+22% +$293K ﹤0.01% 582
2025
Q1 		$9.57K Buy
+9,567
New +$1.34M ﹤0.01% 565
2023
Q3 		– Sell
-28
Closed -$3.14K – 958
2023
Q2 		$3.14K Hold
28
– – ﹤0.01% 671
2023
Q1 		$2.97K Hold
28
– – ﹤0.01% 681
2022
Q4 		$3.25K Hold
28
– – ﹤0.01% 678
2022
Q3 		$2K Hold
28
– – ﹤0.01% 723
2022
Q2 		$1K Sell
28
-87
-76% -$7.75K ﹤0.01% 781
2022
Q1 		$10K Hold
115
– – ﹤0.01% 593
2021
Q4 		$13K Hold
115
– – ﹤0.01% 525
2021
Q3 		$12K Buy
115
+49
+74% +$5.87K ﹤0.01% 553
2021
Q2 		$8K Buy
66
+10
+18% +$1.25K ﹤0.01% 614
2021
Q1 		$6K Buy
56
+1
+2% +$119 ﹤0.01% 602
2020
Q4 		$6K Buy
+55
New +$5.77K ﹤0.01% 592

Other funds holding ROST

BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return