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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Williamson Legacy Group's ROST Position: Q1 2026 in Review

Williamson Legacy Group opened a new position in Ross Stores (ROST) in Q1 2026: 3,911 shares worth $847K. The stake represents 0.64% of the portfolio and ranks #60 among its holdings. This is a return to the name: Williamson Legacy Group previously reported a position in ROST as recently as Q3 2024.

Williamson Legacy Group first reported a position in ROST in Q2 2024 and has held it in 3 quarters since. The position peaked at $958K in Q3 2024. 1,348 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

  • Williamson Legacy Group held 3,911 shares of Ross Stores worth $847K as of Q1 2026.
  • Ross Stores was a new Williamson Legacy Group position in Q1 2026.
  • Ross Stores made up 0.64% of Williamson Legacy Group's portfolio in Q1 2026, its #60 holding.
  • Williamson Legacy Group first reported a position in Ross Stores in Q2 2024 and has held it in 3 quarters since.
  • Williamson Legacy Group's Ross Stores position peaked at $958K in Q3 2024.
  • 1,348 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.