Position in ROST
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$750,401
+$262,406 QoQ
Shares Held
3,464
+27.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ROST Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $5,605,368 across 21 Apparel Retail names. ROST ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
18,738 | $2,992,451 | |
| 2 | ROST |
Ross Stores, Inc.
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|
3,464 | $750,401 | |
| 3 | BURL |
Burlington Stores, Inc.
|
2,292 | $745,764 | |
| 4 | LULU |
lululemon athletica inc.
|
3,062 | $468,786 | |
| 5 | GAP |
Gap Inc
|
11,284 | $273,068 | |
| 6 | ANF |
Abercrombie & Fitch Co /De/
|
1,886 | $172,317 | |
| 7 | AEO |
American Eagle Outfitters Inc
|
2,870 | $47,926 | |
| 8 | BKE |
Buckle Inc
|
923 | $46,478 |
All Filings in ROST
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $750,401 | 3,464 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $487,995 | 2,709 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $357,504 | 2,346 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $249,544 | 1,956 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $151,428 | 1,185 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $113,902 | 753 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $83,832 | 557 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $108,840 | 749 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $128,265 | 874 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $122,887 | 888 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $92,053 | 815 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $88,581 | 790 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $99,230 | 935 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $146,826 | 1,265 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $122,274 | 1,451 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $105,273 | 1,499 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $112,712 | 1,246 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $151,191 | 1,323 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||