WAG
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Wilkerson Advisory Group’s Ross Stores ROST Stock Holding History

Wilkerson Advisory 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
Q2 		$24.1K Buy
113
+16
+16% +$3.6K 0.01% 309
2026
Q1 		$21K Buy
97
+33
+52% +$6.57K 0.01% 297
2025
Q4 		$11.5K Buy
+64
New +$10.7K ﹤0.01% 313

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 $3.38T AUM 44.17% 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

Wilkerson Advisory Group's ROST Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Ross Stores (ROST) stake by 16% in Q2 2026, buying an estimated $3.6K and bringing the position to 113 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #309.

Wilkerson Advisory Group first reported a position in ROST in Q4 2025 and has held it in 3 quarters since. 1,423 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Wilkerson Advisory Group held 113 shares of Ross Stores worth $24.1K as of Q2 2026.
  • Wilkerson Advisory Group bought 16 Ross Stores shares in Q2 2026, an estimated $3.6K.
  • Ross Stores made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #309 holding.
  • Wilkerson Advisory Group first reported a position in Ross Stores in Q4 2025 and has held it in 3 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.