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Williamson Legacy Group’s Ross Stores ROST Stock Holding History

Williamson Legacy 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 		$1.51M Buy
7,095
+3,184
+81% +$716K 0.75% 46
2026
Q1 		$847K Buy
+3,911
New +$779K 0.64% 60
2024
Q4 		– Sell
-6,362
Closed -$958K – 132
2024
Q3 		$958K Buy
6,362
+441
+7% +$65.1K 0.64% 46
2024
Q2 		$860K Buy
+5,921
New +$819K 0.64% 49

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

Williamson Legacy Group's ROST Position: Q2 2026 in Review

Williamson Legacy Group increased its Ross Stores (ROST) stake by 81% in Q2 2026, buying an estimated $716K and bringing the position to 7,095 shares worth $1.51M. The position accounts for 0.75% of the portfolio, ranked #46.

Williamson Legacy Group first reported a position in ROST in Q2 2024 and has held it in 4 quarters since. 1,418 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Williamson Legacy Group held 7,095 shares of Ross Stores worth $1.51M as of Q2 2026.
  • Williamson Legacy Group bought 3,184 Ross Stores shares in Q2 2026, an estimated $716K.
  • Ross Stores made up 0.75% of Williamson Legacy Group's portfolio in Q2 2026, its #46 holding.
  • Williamson Legacy Group first reported a position in Ross Stores in Q2 2024 and has held it in 4 quarters since.
  • 1,418 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.