West Wealth Group’s Ross Stores ROST Stock Holding History

West Wealth Group’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	$585K	Buy	2,699 +6	+0.2%	+$1.2K	0.12%	66
2025 Q4	$485K	Buy	2,693 +9	+0.3%	+$1.5K	0.1%	68
2025 Q3	$421K	Buy	2,684 +8	+0.3%	+$1.14K	0.1%	74
2025 Q2	$392K	Sell	2,676 -48	-2%	-$6.66K	0.1%	67
2025 Q1	$352K	Buy	2,724 +9	+0.3%	+$1.26K	0.1%	68
2024 Q4	$411K	Buy	2,715 +91	+3%	+$13.4K	0.12%	57
2024 Q3	$395K	Hold	2,624	–	–	0.13%	52
2024 Q2	$381K	Hold	2,624	–	–	0.13%	57
2024 Q1	$385K	Hold	2,624	–	–	0.14%	55
2023 Q4	$363K	Sell	2,624 -13	-0.5%	-$1.62K	0.14%	54
2023 Q3	$298K	Buy	+2,637	New	+$302K	0.13%	56

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

West Wealth Group's ROST Position: Q1 2026 in Review

West Wealth Group increased its Ross Stores (ROST) stake by 0.22% in Q1 2026, buying an estimated $1.2K and bringing the position to 2,699 shares worth $585K. The position accounts for 0.12% of the portfolio, ranked #66.

West Wealth Group first reported a position in ROST in Q3 2023 and has held it in 11 quarters since. 1,348 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

West Wealth Group held 2,699 shares of Ross Stores worth $585K as of Q1 2026.
West Wealth Group bought 6 Ross Stores shares in Q1 2026, an estimated $1.2K.
Ross Stores made up 0.12% of West Wealth Group's portfolio in Q1 2026, its #66 holding.
West Wealth Group first reported a position in Ross Stores in Q3 2023 and has held it in 11 quarters since.
1,348 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.