Position in ROST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,217,927
+$167,923 QoQ
Shares Held
5,722
+18.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#676
of 1,415 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ROST Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Waverly Advisors, LLC holds $20,700,957 across 4 Apparel Retail names. ROST ranks #3 (5.9% of the industry book) .
All Filings in ROST
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,217,927 | 5,722 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,050,004 | 4,847 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $787,391 | 4,371 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $596,759 | 3,916 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $431,219 | 3,380 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $335,192 | 2,623 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $222,064 | 1,468 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $592,106 | 3,934 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||