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Steward Partners Investment Advisory’s Ross Stores ROST Stock Holding History

Steward Partners Investment Advisory’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 		$1.98M Buy
9,118
+1,829
+25% +$364K 0.01% 857
2025
Q4 		$1.31M Buy
7,289
+901
+14% +$150K 0.01% 944
2025
Q3 		$973K Sell
6,388
-58
-0.9% -$8.28K 0.01% 1061
2025
Q2 		$822K Sell
6,446
-247
-4% -$34.3K 0.01% 1068
2025
Q1 		$855K Sell
6,693
-921
-12% -$129K 0.01% 980
2024
Q4 		$1.15M Sell
7,614
-728
-9% -$107K 0.01% 824
2024
Q3 		$1.26M Sell
8,342
-62
-0.7% -$9.15K 0.01% 779
2024
Q2 		$1.22M Buy
8,404
+5,130
+157% +$709K 0.01% 747
2024
Q1 		$481K Buy
3,274
+11
+0.3% +$1.58K 0.01% 1069
2023
Q4 		$452K Sell
3,263
-589
-15% -$73.4K 0.01% 1039
2023
Q3 		$435K Sell
3,852
-680
-15% -$78K 0.01% 974
2023
Q2 		$508K Sell
4,532
-83
-2% -$8.73K 0.01% 928
2023
Q1 		$490K Sell
4,615
-16
-0.3% -$1.8K 0.01% 935
2022
Q4 		$538K Buy
4,631
+193
+4% +$19.7K 0.01% 887
2022
Q3 		$374K Buy
4,438
+317
+8% +$26.9K 0.01% 961
2022
Q2 		$289K Sell
4,121
-797
-16% -$71K 0.01% 1050
2022
Q1 		$445K Sell
4,918
-17,088
-78% -$1.63M 0.01% 966
2021
Q4 		$2.52M Buy
22,006
+18,033
+454% +$2.02M 0.04% 428
2021
Q3 		$432K Buy
3,973
+1,014
+34% +$122K 0.01% 955
2021
Q2 		$367K Sell
2,959
-135
-4% -$16.8K 0.01% 1074
2021
Q1 		$371K Buy
3,094
+164
+6% +$19.4K 0.01% 1002
2020
Q4 		$360K Buy
2,930
+515
+21% +$54K 0.01% 853
2020
Q3 		$225K Sell
2,415
-16
-0.7% -$1.44K 0.01% 902
2020
Q2 		$207K Sell
2,431
-563
-19% -$51K 0.01% 873
2020
Q1 		$260K Buy
2,994
+64
+2% +$6.83K 0.01% 720
2019
Q4 		$341K Sell
2,930
-119
-4% -$13.4K 0.01% 724
2019
Q3 		$334K Sell
3,049
-293
-9% -$30.9K 0.01% 697
2019
Q2 		$331K Buy
3,342
+348
+12% +$33.9K 0.01% 668
2019
Q1 		$278K Buy
2,994
+158
+6% +$14.5K 0.01% 662
2018
Q4 		$236K Sell
2,836
-92
-3% -$8.33K 0.01% 660
2018
Q3 		$290K Buy
2,928
+877
+43% +$80.6K 0.01% 628
2018
Q2 		$174K Buy
2,051
+154
+8% +$12.5K 0.01% 689
2018
Q1 		$147K Buy
1,897
+295
+18% +$23.4K 0.01% 686
2017
Q4 		$128K Buy
1,602
+164
+11% +$11.5K 0.01% 603
2017
Q3 		$92K Buy
1,438
+74
+5% +$4.26K 0.01% 556
2017
Q2 		$78K Sell
1,364
-34
-2% -$2.12K 0.01% 537
2017
Q1 		$92K Buy
1,398
+598
+75% +$40K 0.01% 444
2016
Q4 		$52K Buy
+800
New +$52.3K 0.02% 320

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

Steward Partners Investment Advisory's ROST Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Ross Stores (ROST) stake by 25% in Q1 2026, buying an estimated $364K and bringing the position to 9,118 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #857.

Steward Partners Investment Advisory first reported a position in ROST in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.52M in Q4 2021. 1,348 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

  • Steward Partners Investment Advisory held 9,118 shares of Ross Stores worth $1.98M as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,829 Ross Stores shares in Q1 2026, an estimated $364K.
  • Ross Stores made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #857 holding.
  • Steward Partners Investment Advisory first reported a position in Ross Stores in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Ross Stores position peaked at $2.52M in Q4 2021.
  • 1,348 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.