Topel & Distasi Wealth Management’s Ross Stores ROST Stock Holding History

Topel & Distasi Wealth Management’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
2025 Q1	–	Sell	-1,399	Closed	-$212K	–	78
2024 Q4	$212K	Hold	1,399	–	–	0.09%	76
2024 Q3	$211K	Hold	1,399	–	–	0.09%	78
2024 Q2	$203K	Hold	1,399	–	–	0.09%	76
2024 Q1	$205K	Buy	+1,399	New	+$200K	0.09%	75
2023 Q4	–	Sell	-2,111	Closed	-$238K	–	74
2023 Q3	$238K	Hold	2,111	–	–	0.13%	69
2023 Q2	$237K	Hold	2,111	–	–	0.12%	71
2023 Q1	$224K	Hold	2,111	–	–	0.12%	72
2022 Q4	$245K	Buy	+2,111	New	+$215K	0.14%	66

Other funds holding ROST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Topel & Distasi Wealth Management's ROST Position: Q1 2025 in Review

Topel & Distasi Wealth Management sold out of Ross Stores (ROST) in Q1 2025, closing a stake of 1,399 shares — an estimated $212K sold.

Topel & Distasi Wealth Management first reported a position in ROST in Q4 2022 and held it in 8 quarters. The position peaked at $245K in Q4 2022. 1,014 funds tracked by Wall St. Rank hold ROST as of Q1 2025.

Topel & Distasi Wealth Management reported no remaining Ross Stores position as of Q1 2025 after selling out during the quarter.
Topel & Distasi Wealth Management sold 1,399 Ross Stores shares in Q1 2025, an estimated $212K.
Topel & Distasi Wealth Management first reported a position in Ross Stores in Q4 2022 and held it in 8 quarters.
Topel & Distasi Wealth Management's Ross Stores position peaked at $245K in Q4 2022.
1,014 funds tracked by Wall St. Rank held Ross Stores as of Q1 2025.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.