United Capital Financial Advisors’s Ross Stores ROST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.39M | Buy |
15,928
+211
| +1% | +$47.5K | 0.02% | 463 |
|
|
2026
Q1 | $3.4M | Buy |
15,717
+374
| +2% | +$74.5K | 0.02% | 447 |
|
|
2025
Q4 | $2.76M | Buy |
15,343
+4,280
| +39% | +$714K | 0.02% | 457 |
|
|
2025
Q3 | $1.69M | Buy |
11,063
+2,106
| +24% | +$301K | 0.01% | 506 |
|
|
2025
Q2 | $1.14M | Buy |
8,957
+17
| +0.2% | +$2.36K | 0.01% | 557 |
|
|
2025
Q1 | $1.14M | Sell |
8,940
-408
| -4% | -$57.1K | 0.01% | 538 |
|
|
2024
Q4 | $1.41M | Sell |
9,348
-118
| -1% | -$17.3K | 0.01% | 490 |
|
|
2024
Q3 | $1.42M | Buy |
9,466
+48
| +0.5% | +$7.08K | 0.01% | 467 |
|
|
2024
Q2 | $1.37M | Sell |
9,418
-301
| -3% | -$41.6K | 0.01% | 466 |
|
|
2024
Q1 | $1.43M | Sell |
9,719
-1,000
| -9% | -$143K | 0.01% | 492 |
|
|
2023
Q4 | $1.48M | Buy |
+10,719
| New | +$1.33M | 0.01% | 475 |
|
|
2023
Q3 | – | Sell |
-2,892
| Closed | -$324K | – | 888 |
|
|
2023
Q2 | $324K | Sell |
2,892
-230
| -7% | -$24.2K | ﹤0.01% | 750 |
|
|
2023
Q1 | $331K | Sell |
3,122
-604
| -16% | -$67.8K | ﹤0.01% | 799 |
|
|
2022
Q4 | $433K | Sell |
3,726
-687
| -16% | -$70K | ﹤0.01% | 789 |
|
|
2022
Q3 | $372K | Sell |
4,413
-2,434
| -36% | -$207K | ﹤0.01% | 845 |
|
|
2022
Q2 | $481K | Buy |
6,847
+2,411
| +54% | +$215K | ﹤0.01% | 807 |
|
|
2022
Q1 | $401K | Sell |
4,436
-518
| -10% | -$49.4K | ﹤0.01% | 903 |
|
|
2021
Q4 | $566K | Buy |
4,954
+48
| +1% | +$5.37K | ﹤0.01% | 824 |
|
|
2021
Q3 | $534K | Sell |
4,906
-1,022
| -17% | -$122K | ﹤0.01% | 841 |
|
|
2021
Q2 | $735K | Sell |
5,928
-955
| -14% | -$119K | ﹤0.01% | 772 |
|
|
2021
Q1 | $825K | Buy |
6,883
+168
| +3% | +$19.9K | ﹤0.01% | 716 |
|
|
2020
Q4 | $825K | Buy |
6,715
+881
| +15% | +$92.4K | 0.01% | 728 |
|
|
2020
Q3 | $544K | Sell |
5,834
-1,086
| -16% | -$97.4K | ﹤0.01% | 812 |
|
|
2020
Q2 | $590K | Sell |
6,920
-207,589
| -97% | -$18.8M | ﹤0.01% | 811 |
|
|
2020
Q1 | $18.7M | Buy |
214,509
+2,449
| +1% | +$262K | 0.15% | 144 |
|
|
2019
Q4 | $24.7M | Buy |
212,060
+9,568
| +5% | +$1.08M | 0.16% | 150 |
|
|
2019
Q3 | $22.2M | Buy |
202,492
+2,153
| +1% | +$227K | 0.16% | 151 |
|
|
2019
Q2 | $19.9M | Buy |
200,339
+13,062
| +7% | +$1.27M | 0.13% | 166 |
|
|
2019
Q1 | $17.4M | Buy |
187,277
+12,440
| +7% | +$1.14M | 0.12% | 182 |
|
|
2018
Q4 | $14.5M | Buy |
174,837
+7,543
| +5% | +$683K | 0.12% | 184 |
|
|
2018
Q3 | $16.6M | Buy |
167,294
+4,658
| +3% | +$428K | 0.12% | 195 |
|
|
2018
Q2 | $13.8M | Buy |
162,636
+4,075
| +3% | +$332K | 0.1% | 222 |
|
|
2018
Q1 | $12.4M | Sell |
158,561
-58,339
| -27% | -$4.63M | 0.09% | 243 |
|
|
2017
Q4 | $17.4M | Buy |
216,900
+993
| +0.5% | +$69.4K | 0.14% | 172 |
|
|
2017
Q3 | $13.9M | Buy |
215,907
+55,015
| +34% | +$3.17M | 0.12% | 204 |
|
|
2017
Q2 | $9.29M | Buy |
160,892
+10,521
| +7% | +$657K | 0.08% | 279 |
|
|
2017
Q1 | $9.9M | Sell |
150,371
-49,497
| -25% | -$3.31M | 0.09% | 264 |
|
|
2016
Q4 | $13.1M | Sell |
199,868
-425
| -0.2% | -$27.8K | 0.13% | 187 |
|
|
2016
Q3 | $12.9M | Buy |
200,293
+7,931
| +4% | +$488K | 0.13% | 190 |
|
|
2016
Q2 | $11M | Buy |
192,362
+20,028
| +12% | +$1.11M | 0.11% | 211 |
|
|
2016
Q1 | $9.98M | Buy |
172,334
+11,348
| +7% | +$630K | 0.11% | 203 |
|
|
2015
Q4 | $8.66M | Buy |
160,986
+24,640
| +18% | +$1.26M | 0.1% | 229 |
|
|
2015
Q3 | $6.61M | Buy |
136,346
+24,595
| +22% | +$1.26M | 0.08% | 263 |
|
|
2015
Q2 | $5.43M | Buy |
111,751
+22,735
| +26% | +$1.14M | 0.06% | 328 |
|
|
2015
Q1 | $4.4M | Buy |
89,016
+24,776
| +39% | +$1.23M | 0.05% | 364 |
|
|
2014
Q4 | $3.03M | Buy |
64,240
+36,234
| +129% | +$1.53M | 0.05% | 372 |
|
|
2014
Q3 | $1.06M | Buy |
+28,006
| New | +$975K | 0.02% | 593 |
|
|
2014
Q2 | – | Sell |
-8,218
| Closed | -$294K | – | 902 |
|
|
2014
Q1 | $294K | Buy |
8,218
+2,004
| +32% | +$71.1K | 0.01% | 787 |
|
|
2013
Q4 | $233K | Buy |
6,214
+46
| +0.7% | +$1.73K | 0.01% | 575 |
|
|
2013
Q3 | $225K | Buy |
+6,168
| New | +$211K | 0.01% | 610 |
|
Other funds holding ROST
United Capital Financial Advisors's ROST Position: Q2 2026 in Review
United Capital Financial Advisors increased its Ross Stores (ROST) stake by 1.3% in Q2 2026, buying an estimated $47.5K and bringing the position to 15,928 shares worth $3.39M. The position accounts for 0.02% of the portfolio, ranked #463.
United Capital Financial Advisors first reported a position in ROST in Q3 2013 and has held it in 50 quarters since. The position peaked at $24.7M in Q4 2019. 1,413 funds tracked by Wall St. Rank hold ROST as of Q2 2026.
- United Capital Financial Advisors held 15,928 shares of Ross Stores worth $3.39M as of Q2 2026.
- United Capital Financial Advisors bought 211 Ross Stores shares in Q2 2026, an estimated $47.5K.
- Ross Stores made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #463 holding.
- United Capital Financial Advisors first reported a position in Ross Stores in Q3 2013 and has held it in 50 quarters since.
- United Capital Financial Advisors's Ross Stores position peaked at $24.7M in Q4 2019.
- 1,413 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.