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Whipplewood Advisors’s Ross Stores ROST Stock Holding History

Whipplewood Advisors’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 		$28.3K Sell
133
-312
-70% -$70.2K 0.02% 168
2026
Q1 		$96.4K Buy
445
+439
+7,317% +$87.5K 0.05% 193
2025
Q4 		$1.08K Buy
+6
New +$1K ﹤0.01% 403
2025
Q3 		– Sell
-852
Closed -$109K – 984
2025
Q2 		$109K Sell
852
-770
-47% -$107K 0.06% 227
2025
Q1 		$107K Buy
1,622
+776
+92% +$109K 0.06% 216
2024
Q4 		$128K Buy
+846
New +$124K 0.07% 206

Other funds holding ROST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Whipplewood Advisors's ROST Position: Q2 2026 in Review

Whipplewood Advisors reduced its Ross Stores (ROST) stake by 70% in Q2 2026, selling an estimated $70.2K and leaving 133 shares worth $28.3K. The position accounts for 0.02% of the portfolio, ranked #168.

Whipplewood Advisors first reported a position in ROST in Q4 2024 and has held it in 6 quarters since. The position peaked at $128K in Q4 2024. 1,415 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Whipplewood Advisors held 133 shares of Ross Stores worth $28.3K as of Q2 2026.
  • Whipplewood Advisors sold 312 Ross Stores shares in Q2 2026, an estimated $70.2K.
  • Ross Stores made up 0.02% of Whipplewood Advisors's portfolio in Q2 2026, its #168 holding.
  • Whipplewood Advisors first reported a position in Ross Stores in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Ross Stores position peaked at $128K in Q4 2024.
  • 1,415 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.