UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in ROST — Ross Stores, Inc.

CIK 1463217 IRVING, TX

Position in ROST

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$3,390,274

-$14,499 QoQ

Shares Held

15,928

+1.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#473

of 1,411 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $13,901,426 across 4 Apparel Retail names. ROST ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	60,508	$9,166,962
2	ROST	Ross Stores, Inc. This page	15,928	$3,390,274
3	LULU	lululemon athletica inc.	6,923	$790,468
4	VSXY	Victoria's Secret & Co.	6,633	$553,722

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,390,274	15,928	+1.3%	Shares	Defined	2026-08-17
2026-03-31	$3,404,773	15,717	+2.4%	Shares	Defined	2026-05-15
2025-12-31	$2,763,888	15,343	+38.7%	Shares	Defined	2026-02-17
2025-09-30	$1,685,890	11,063	+23.5%	Shares	Defined	2025-11-14
2025-06-30	$1,142,734	8,957	+0.2%	Shares	Defined	2025-08-11
2025-03-31	$1,142,442	8,940	-4.4%	Shares	Defined	2025-05-13
2024-12-31	$1,414,071	9,348	-1.2%	Shares	Defined	2025-02-13
2024-09-30	$1,424,727	9,466	+0.5%	Shares	Defined	2024-11-12
2024-06-30	$1,368,623	9,418	-3.1%	Shares	Defined	2024-08-14
2024-03-31	$1,426,360	9,719	-9.3%	Shares	Defined	2024-05-15
2023-12-31	$1,483,402	10,719	+270.6%	Shares	Defined	2024-02-14
2023-06-30	$324,279	2,892	-7.4%	Shares	Defined	2023-08-14
2023-03-31	$331,337	3,122	-16.2%	Shares	Defined	2023-08-15
2022-12-31	$432,476	3,726	-15.6%	Shares	Defined	2023-02-15
2022-09-30	$371,883	4,413	-35.5%	Shares	Defined	2022-11-14
2022-06-30	$480,864	6,847	+54.4%	Shares	Defined	2022-08-11
2022-03-31	$401,280	4,436	-10.5%	Shares	Defined	2022-05-16
2021-12-31	$566,143	4,954	+1.0%	Shares	Defined	2022-02-14
2021-09-30	$534,018	4,906	-17.2%	Shares	Defined	2021-11-15
2021-06-30	$735,072	5,928	-13.9%	Shares	Defined	2021-08-13
2021-03-31	$825,340	6,883	+2.5%	Shares	Defined	2021-05-14
2020-12-31	$824,669	6,715	+15.1%	Shares	Defined	2021-02-17
2020-09-30	$544,428	5,834	-15.7%	Shares	Defined	2020-11-13
2020-06-30	$589,860	6,920	-96.8%	Shares	Defined	2020-08-13
2020-03-31	$18,655,847	214,509	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.