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LifeWealth Investments’s Ross Stores ROST Stock Holding History

LifeWealth Investments’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 		$272K Sell
1,280
-15
-1% -$3.38K 0.07% 113
2026
Q1 		$281K Buy
1,295
+172
+15% +$34.3K 0.08% 113
2025
Q4 		$202K Buy
+1,123
New +$187K 0.06% 153

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

LifeWealth Investments's ROST Position: Q2 2026 in Review

LifeWealth Investments reduced its Ross Stores (ROST) stake by 1.2% in Q2 2026, selling an estimated $3.38K and leaving 1,280 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #113.

LifeWealth Investments first reported a position in ROST in Q4 2025 and has held it in 3 quarters since. The position peaked at $281K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • LifeWealth Investments held 1,280 shares of Ross Stores worth $272K as of Q2 2026.
  • LifeWealth Investments sold 15 Ross Stores shares in Q2 2026, an estimated $3.38K.
  • Ross Stores made up 0.07% of LifeWealth Investments's portfolio in Q2 2026, its #113 holding.
  • LifeWealth Investments first reported a position in Ross Stores in Q4 2025 and has held it in 3 quarters since.
  • LifeWealth Investments's Ross Stores position peaked at $281K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.