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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

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

Univest Financial's ROST Position: Q1 2026 in Review

Univest Financial held its Ross Stores (ROST) position steady in Q1 2026 at 5,229 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #152.

Univest Financial first reported a position in ROST in Q3 2024 and has held it in 7 quarters since. 1,348 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

Univest Financial held 5,229 shares of Ross Stores worth $1.13M as of Q1 2026.
Univest Financial left its Ross Stores share count unchanged in Q1 2026.
Ross Stores made up 0.06% of Univest Financial's portfolio in Q1 2026, its #152 holding.
Univest Financial first reported a position in Ross Stores in Q3 2024 and has held it in 7 quarters since.
1,348 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.