Position in ROST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,112,536
+$207,709 QoQ
Shares Held
9,925
+12.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#559
of 1,411 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in ROST Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $56,394,515 across 4 Apparel Retail names. ROST ranks #2 (3.7% of the industry book) .
All Filings in ROST
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,112,536 | 9,925 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,904,827 | 8,793 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,498,764 | 8,320 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,235,357 | 9,683 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $705,400 | 5,520 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $819,127 | 5,415 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $832,470 | 5,531 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $656,265 | 4,516 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $901,840 | 6,145 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,659,296 | 11,990 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $727,623 | 6,442 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $1,830,073 | 16,321 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,800,495 | 16,965 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $456,271 | 3,931 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $281,411 | 4,007 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $324,660 | 3,589 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $446,949 | 3,911 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $397,520 | 3,652 | Shares | Sole | 2021-11-23 | |
| No filing history on record for this holder in this stock. | ||||||