Univest Financial’s Ross Stores ROST Stock Holding History

Univest 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	$1.48M	Buy	6,942 +1,713	+33%	+$385K	0.07%	131
2026 Q1	$1.13M	Hold	5,229	–	–	0.06%	152
2025 Q4	$942K	Buy	5,229 +4	+0.1%	+$667	0.05%	159
2025 Q3	$796K	Buy	5,225 +17	+0.3%	+$2.43K	0.04%	164
2025 Q2	$664K	Buy	5,208 +547	+12%	+$75.9K	0.04%	177
2025 Q1	$596K	Hold	4,661	–	–	0.04%	191
2024 Q4	$705K	Sell	4,661 -547	-11%	-$80.4K	0.04%	175
2024 Q3	$784K	Buy	+5,208	New	+$769K	0.05%	165

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

Univest Financial's ROST Position: Q2 2026 in Review

Univest Financial increased its Ross Stores (ROST) stake by 33% in Q2 2026, buying an estimated $385K and bringing the position to 6,942 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #131.

Univest Financial first reported a position in ROST in Q3 2024 and has held it in 8 quarters since. 1,423 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

Univest Financial held 6,942 shares of Ross Stores worth $1.48M as of Q2 2026.
Univest Financial bought 1,713 Ross Stores shares in Q2 2026, an estimated $385K.
Ross Stores made up 0.07% of Univest Financial's portfolio in Q2 2026, its #131 holding.
Univest Financial first reported a position in Ross Stores in Q3 2024 and has held it in 8 quarters since.
1,423 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.