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Lloyd Advisory Services’s Ross Stores ROST Stock Holding History

Lloyd Advisory Services’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 		– Sell
-8
Closed -$1.73K – 934
2026
Q1 		$1.73K Buy
+8
New +$1.59K ﹤0.01% 688
2021
Q4 		– Sell
-11
Closed -$1K – 452
2021
Q3 		$1K Hold
11
– – ﹤0.01% 374
2021
Q2 		$1K Hold
11
– – ﹤0.01% 385
2021
Q1 		$1K Hold
11
– – ﹤0.01% 359
2020
Q4 		$1K Sell
11
-6
-35% -$629 ﹤0.01% 346
2020
Q3 		$2K Sell
17
-13
-43% -$1.17K ﹤0.01% 289
2020
Q2 		$3K Buy
+30
New +$2.72K ﹤0.01% 256

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

Lloyd Advisory Services's ROST Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Ross Stores (ROST) in Q2 2026, closing a stake of 8 shares — an estimated $1.73K sold.

Lloyd Advisory Services first reported a position in ROST in Q2 2020 and held it in 7 quarters. The position peaked at $3K in Q2 2020. 1,415 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Ross Stores position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 8 Ross Stores shares in Q2 2026, an estimated $1.73K.
  • Lloyd Advisory Services first reported a position in Ross Stores in Q2 2020 and held it in 7 quarters.
  • Lloyd Advisory Services's Ross Stores position peaked at $3K in Q2 2020.
  • 1,415 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.