NewEdge Wealth, LLC

Position in ROST — Ross Stores, Inc.

CIK 1861796 STAMFORD, CT

Position in ROST

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,047,373

+$162,079 QoQ

Shares Held

14,317

+7.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#489

of 1,411 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

NewEdge Wealth, LLC holds $16,915,986 across 4 Apparel Retail names. ROST ranks #2 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	85,961	$13,023,091
2	ROST	Ross Stores, Inc. This page	14,317	$3,047,373
3	BURL	Burlington Stores, Inc.	2,168	$686,822
4	JILL	J.Jill, Inc.	10,000	$158,700

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,047,373	14,317	+7.5%	Shares	Sole	2026-08-10
2026-03-31	$2,885,294	13,319	-9.7%	Shares	Sole	2026-05-13
2025-12-31	$2,656,164	14,745	+99.5%	Shares	Sole	2026-02-03
2025-09-30	$1,126,466	7,392	+8.3%	Shares	Sole	2025-11-07
2025-06-30	$871,116	6,828	+11.5%	Shares	Sole	2025-08-11
2025-03-31	$782,585	6,124	+12.4%	Shares	Sole	2025-05-09
2024-12-31	$823,816	5,446	-3.4%	Shares	Sole	2025-02-05
2024-09-30	$848,123	5,635	+60.9%	Shares	Sole	2024-11-12
2024-06-30	$508,910	3,502	-31.9%	Shares	Sole	2024-08-02
2024-03-31	$754,786	5,143	+10.4%	Shares	Sole	2024-05-06
2023-12-31	$644,897	4,660	+49.2%	Shares	Sole	2024-01-29
2023-09-30	$352,855	3,124	-13.3%	Shares	Sole	2023-11-08
2023-06-30	$403,892	3,602	+18.0%	Shares	Sole	2023-08-09
2023-03-31	$323,908	3,052	+31.1%	Shares	Sole	2023-05-08
2022-12-31	$270,210	2,328	-29.0%	Shares	Sole	2023-02-14
2022-09-30	$276,152	3,277	-55.4%	Shares	Sole	2022-11-14
2022-06-30	$515,909	7,346	+336.7%	Shares	Sole	2022-08-09
2021-06-30	$208,568	1,682	0.0%	Shares	Sole	2021-08-11
2021-03-31	$201,688	1,682	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.