Position in ROST
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$319,913
+$51,292 QoQ
Shares Held
1,503
+21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#980
of 1,411 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in ROST Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $3,020,855 across 2 Apparel Retail names. ROST ranks #2 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
17,828 | $2,700,942 | |
| 2 | ROST |
Ross Stores, Inc.
This page
|
1,503 | $319,913 |
All Filings in ROST
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,913 | 1,503 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $268,621 | 1,240 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $200,135 | 1,111 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||