Wealthspire Advisors (New York)’s Ross Stores ROST Stock Holding History

Wealthspire Advisors (New York)’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	$476K	Buy	2,236 +397	+22%	+$89.3K	﹤0.01%	818
2026 Q1	$398K	Sell	1,839 -912	-33%	-$182K	﹤0.01%	647
2025 Q4	$496K	Buy	2,751 +1,915	+229%	+$320K	﹤0.01%	609
2025 Q3	$127K	Buy	+836	New	+$119K	﹤0.01%	934
2023 Q1	–	Sell	-1,786	Closed	-$207K	–	584
2022 Q4	$207K	Buy	+1,786	New	+$182K	﹤0.01%	533
2021 Q2	–	Sell	-3,949	Closed	-$474K	–	601
2021 Q1	$474K	Buy	3,949 +650	+20%	+$77.1K	0.01%	414
2020 Q4	$405K	Buy	+3,299	New	+$346K	0.01%	346
2020 Q2	–	Sell	-4,485	Closed	-$390K	–	474
2020 Q1	$390K	Buy	+4,485	New	+$479K	0.02%	333
2019 Q1	–	Sell	-240	Closed	-$20K	–	645
2018 Q4	$20K	Buy	+240	New	+$21.7K	﹤0.01%	341

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

Wealthspire Advisors (New York)'s ROST Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Ross Stores (ROST) stake by 22% in Q2 2026, buying an estimated $89.3K and bringing the position to 2,236 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Wealthspire Advisors (New York) first reported a position in ROST in Q4 2018 and has held it in 9 quarters since. The position peaked at $496K in Q4 2025. 1,423 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

Wealthspire Advisors (New York) held 2,236 shares of Ross Stores worth $476K as of Q2 2026.
Wealthspire Advisors (New York) bought 397 Ross Stores shares in Q2 2026, an estimated $89.3K.
Ross Stores made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #818 holding.
Wealthspire Advisors (New York) first reported a position in Ross Stores in Q4 2018 and has held it in 9 quarters since.
Wealthspire Advisors (New York)'s Ross Stores position peaked at $496K in Q4 2025.
1,423 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.