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Liberty Wealth Management’s Ross Stores ROST Stock Holding History

Liberty Wealth Management’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
Q2 		$318K Hold
1,466
– – 0.04% 198
2026
Q1 		$318K Sell
1,466
-721
-33% -$144K 0.04% 198
2025
Q4 		$394K Buy
2,187
+5
+0.2% +$834 0.05% 159
2025
Q3 		$332K Buy
2,182
+4
+0.2% +$571 0.05% 170
2025
Q2 		$278K Buy
2,178
+9
+0.4% +$1.25K 0.04% 175
2025
Q1 		$277K Buy
2,169
+15
+0.7% +$2.1K 0.05% 123
2024
Q4 		$326K Buy
2,154
+6
+0.3% +$882 0.05% 156
2024
Q3 		$323K Buy
2,148
+19
+0.9% +$2.8K 0.05% 152
2024
Q2 		$309K Buy
2,129
+11
+0.5% +$1.52K 0.06% 155
2024
Q1 		$311K Hold
2,118
– – 0.06% 142
2023
Q4 		$293K Sell
2,118
-192
-8% -$23.9K 0.06% 134
2023
Q3 		$261K Buy
2,310
+203
+10% +$23.3K 0.07% 143
2023
Q2 		$236K Buy
2,107
+7
+0.3% +$736 0.06% 162
2023
Q1 		$223K Buy
+2,100
New +$236K 0.05% 206
2021
Q4 		– Sell
-180
Closed -$20K – 898
2021
Q3 		$20K Hold
180
– – 0.01% 646
2021
Q2 		$22K Buy
+180
New +$22.5K 0.01% 490
2019
Q1 		– Sell
-57
Closed -$4K – 831
2018
Q4 		$4K Buy
+57
New +$5.16K ﹤0.01% 603

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Wealth Management's ROST Position: Q2 2026 in Review

Liberty Wealth Management held its Ross Stores (ROST) position steady in Q2 2026 at 1,466 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #198.

Liberty Wealth Management first reported a position in ROST in Q4 2018 and has held it in 17 quarters since. The position peaked at $394K in Q4 2025. 1,413 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Liberty Wealth Management held 1,466 shares of Ross Stores worth $318K as of Q2 2026.
  • Liberty Wealth Management left its Ross Stores share count unchanged in Q2 2026.
  • Ross Stores made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Liberty Wealth Management first reported a position in Ross Stores in Q4 2018 and has held it in 17 quarters since.
  • Liberty Wealth Management's Ross Stores position peaked at $394K in Q4 2025.
  • 1,413 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.