Symphony Financial’s Ross Stores ROST Stock Holding History

Symphony Financial’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	$251K	Buy	1,191 +85	+8%	+$19.1K	0.03%	306
2026 Q1	$238K	Buy	+1,106	New	+$220K	0.03%	275

Other funds holding ROST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Symphony Financial's ROST Position: Q2 2026 in Review

Symphony Financial increased its Ross Stores (ROST) stake by 7.7% in Q2 2026, buying an estimated $19.1K and bringing the position to 1,191 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #306.

Symphony Financial first reported a position in ROST in Q1 2026 and has held it in 2 quarters since. 1,423 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

Symphony Financial held 1,191 shares of Ross Stores worth $251K as of Q2 2026.
Symphony Financial bought 85 Ross Stores shares in Q2 2026, an estimated $19.1K.
Ross Stores made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #306 holding.
Symphony Financial first reported a position in Ross Stores in Q1 2026 and has held it in 2 quarters since.
1,423 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.