LWL
ROST icon

Leo Wealth LLC’s Ross Stores ROST Stock Holding History

Leo Wealth LLC’s Portfolio ROST Stock Details ROST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$888K Buy
4,099
+371
+10% +$73.9K 0.06% 197
2025
Q4 		$672K Buy
+3,728
New +$622K 0.05% 222
2025
Q3 		– Sell
-3,624
Closed -$462K – 368
2025
Q2 		$462K Buy
+3,624
New +$503K 0.04% 248
2025
Q1 		– Sell
-3,646
Closed -$551K – 349
2024
Q4 		$551K Sell
3,646
-71
-2% -$10.4K 0.05% 226
2024
Q3 		$559K Buy
3,717
+10
+0.3% +$1.48K 0.05% 210
2024
Q2 		$538K Sell
3,707
-363
-9% -$50.2K 0.05% 209
2024
Q1 		$591K Buy
4,070
+118
+3% +$16.9K 0.06% 199
2023
Q4 		$576K Buy
+3,952
New +$492K 0.06% 190

Other funds holding ROST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Leo Wealth LLC's ROST Position: Q1 2026 in Review

Leo Wealth LLC increased its Ross Stores (ROST) stake by 10% in Q1 2026, buying an estimated $73.9K and bringing the position to 4,099 shares worth $888K. The position accounts for 0.06% of the portfolio, ranked #197.

Leo Wealth LLC first reported a position in ROST in Q4 2023 and has held it in 8 quarters since. 1,354 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

  • Leo Wealth LLC held 4,099 shares of Ross Stores worth $888K as of Q1 2026.
  • Leo Wealth LLC bought 371 Ross Stores shares in Q1 2026, an estimated $73.9K.
  • Ross Stores made up 0.06% of Leo Wealth LLC's portfolio in Q1 2026, its #197 holding.
  • Leo Wealth LLC first reported a position in Ross Stores in Q4 2023 and has held it in 8 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.