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Strategic Wealth Partners’s Ross Stores ROST Stock Holding History

Strategic Wealth Partners’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 		$57.9K Sell
272
-4
-1% -$900 ﹤0.01% 499
2026
Q1 		$59.8K Buy
276
+4
+1% +$797 ﹤0.01% 481
2025
Q4 		$49K Hold
272
– – ﹤0.01% 524
2025
Q3 		$41.5K Hold
272
– – ﹤0.01% 589
2025
Q2 		$34.7K Buy
+272
New +$37.8K ﹤0.01% 560

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

Strategic Wealth Partners's ROST Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Ross Stores (ROST) stake by 1.4% in Q2 2026, selling an estimated $900 and leaving 272 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Strategic Wealth Partners first reported a position in ROST in Q2 2025 and has held it in 5 quarters since. The position peaked at $59.8K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Strategic Wealth Partners held 272 shares of Ross Stores worth $57.9K as of Q2 2026.
  • Strategic Wealth Partners sold 4 Ross Stores shares in Q2 2026, an estimated $900.
  • Ross Stores made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #499 holding.
  • Strategic Wealth Partners first reported a position in Ross Stores in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Ross Stores position peaked at $59.8K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.